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 | $98,054 | $202,432-51.6% | $169,368-42.1% | $139,434-29.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 21.70% | 531.74%-510.0pp | 405.60%-383.9pp | 372.94%-351.2pp |
| Employer contribution / active EE | $5,500 | $4,692+17.2% | $4,013+37.1% | $4,751+15.8% |
| Participant deferral / active EE | $15,750 | $6,938+127.0% | $6,221+153.2% | $6,710+134.7% |
| Admin fee / account holder | $350 | $10,708-96.7% | $9,003-96.1% | $11,403-96.9% |