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 9-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 | $69,152 | $117,381-41.1% | $99,443-30.5% | $152,861-54.8% |
| Participation rate | 100.0% | 77.5%+22.5pp | 73.8%+26.2pp | 82.4%+17.6pp |
| Annual return | 21.69% | 31.87%-10.2pp | 30.72%-9.0pp | 345.32%-323.6pp |
| Employer contribution / active EE | $10,236 | $3,013+239.8% | $2,540+303.1% | $4,762+114.9% |
| Participant deferral / active EE | $6,440 | $4,086+57.6% | $3,619+78.0% | $5,850+10.1% |
| Admin fee / account holder | $305 | $7,631-96.0% | $6,250-95.1% | $11,596-97.4% |