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 9-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 | $111,086 | $104,974+5.8% | $95,585+16.2% | $142,382-22.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 22.18% | 210.33%-188.2pp | 38.56%-16.4pp | 217.08%-194.9pp |
| Employer contribution / active EE | $1,906 | $2,779-31.4% | $2,527-24.6% | $4,299-55.7% |
| Participant deferral / active EE | $6,724 | $4,352+54.5% | $4,023+67.1% | $6,507+3.3% |
| Admin fee / account holder | $4,863 | $6,386-23.8% | $6,127-20.6% | $12,624-61.5% |