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 4-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 | $101,394 | $159,602-36.5% | $150,045-32.4% | $142,382-28.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 32.47% | 70.24%-37.8pp | 62.55%-30.1pp | 217.08%-184.6pp |
| Employer contribution / active EE | $9,884 | $4,961+99.3% | $4,693+110.6% | $4,299+129.9% |
| Participant deferral / active EE | $16,617 | $8,310+100.0% | $7,997+107.8% | $6,507+155.4% |
| Admin fee / account holder | $783 | $14,846-94.7% | $13,435-94.2% | $12,624-93.8% |