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 10-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 | $89,547 | $115,882-22.7% | $100,516-10.9% | $158,922-43.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 16.20% | 34.79%-18.6pp | 30.89%-14.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,109 | $4,103+97.6% | $3,418+137.3% | $4,761+70.3% |
| Participant deferral / active EE | $8,798 | $6,674+31.8% | $6,270+40.3% | $5,982+47.1% |
| Admin fee / account holder | $421 | $10,995-96.2% | $8,081-94.8% | $11,246-96.3% |