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 | $63,350 | $110,257-42.5% | $96,544-34.4% | $139,434-54.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.97% | 26.32%-10.3pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $7,239 | $3,620+100.0% | $2,965+144.2% | $4,751+52.4% |
| Participant deferral / active EE | $4,089 | $5,548-26.3% | $4,851-15.7% | $6,710-39.1% |
| Admin fee / account holder | $353 | $11,591-97.0% | $8,252-95.7% | $11,403-96.9% |