See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,024 | $159,602-32.9% | $150,045-28.7% | $142,382-24.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 46.23% | 70.24%-24.0pp | 62.55%-16.3pp | 217.08%-170.8pp |
| Employer contribution / active EE | $2,123 | $4,961-57.2% | $4,693-54.8% | $4,299-50.6% |
| Participant deferral / active EE | $4,455 | $8,310-46.4% | $7,997-44.3% | $6,507-31.5% |
| Admin fee / account holder | $604 | $14,846-95.9% | $13,435-95.5% | $12,624-95.2% |