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 | $94,542 | $110,257-14.3% | $96,544-2.1% | $139,434-32.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 19.62% | 26.32%-6.7pp | 25.84%-6.2pp | 372.94%-353.3pp |
| Employer contribution / active EE | $6,394 | $3,620+76.6% | $2,965+115.7% | $4,751+34.6% |
| Participant deferral / active EE | $14,342 | $5,548+158.5% | $4,851+195.6% | $6,710+113.7% |
| Admin fee / account holder | $844 | $11,591-92.7% | $8,252-89.8% | $11,403-92.6% |