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 | $97,963 | $118,450-17.3% | $98,439-0.5% | $139,434-29.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 16.42% | 18.94%-2.5pp | 21.16%-4.7pp | 372.94%-356.5pp |
| Employer contribution / active EE | $5,768 | $3,609+59.8% | $3,048+89.2% | $4,751+21.4% |
| Participant deferral / active EE | $3,418 | $5,392-36.6% | $4,738-27.9% | $6,710-49.1% |
| Admin fee / account holder | $2,225 | $14,026-84.1% | $8,948-75.1% | $11,403-80.5% |