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 7-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 | $124,389 | $106,584+16.7% | $101,326+22.8% | $142,382-12.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.67% | 36.93%-20.3pp | 36.82%-20.2pp | 217.08%-200.4pp |
| Employer contribution / active EE | $2,700 | $3,956-31.8% | $3,665-26.3% | $4,299-37.2% |
| Participant deferral / active EE | $4,340 | $8,297-47.7% | $7,994-45.7% | $6,507-33.3% |
| Admin fee / account holder | $790 | $11,446-93.1% | $11,185-92.9% | $12,624-93.7% |