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 | $99,531 | $127,777-22.1% | $106,548-6.6% | $167,490-40.6% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 12.22% | 33.87%-21.7pp | 26.80%-14.6pp | 478.56%-466.3pp |
| Employer contribution / active EE | $8,663 | $3,427+152.8% | $2,819+207.3% | $4,837+79.1% |
| Participant deferral / active EE | $2,665 | $5,087-47.6% | $4,398-39.4% | $6,341-58.0% |
| Admin fee / account holder | $4,890 | $11,228-56.5% | $7,407-34.0% | $12,309-60.3% |