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 | $70,566 | $114,381-38.3% | $107,525-34.4% | $142,382-50.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 20.86% | 242.71%-221.8pp | 181.32%-160.5pp | 217.08%-196.2pp |
| Employer contribution / active EE | $11,885 | $4,015+196.0% | $3,754+216.6% | $4,299+176.5% |
| Participant deferral / active EE | $11,885 | $5,564+113.6% | $5,116+132.3% | $6,507+82.6% |
| Admin fee / account holder | $2,051 | $9,860-79.2% | $8,919-77.0% | $12,624-83.8% |