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 | $105,685 | $94,752+11.5% | $112,887-6.4% | $139,434-24.2% |
| Participation rate | 85.7% | 81.3%+4.5pp | 80.5%+5.2pp | 80.3%+5.4pp |
| Annual return | 14.47% | 40.88%-26.4pp | 34.10%-19.6pp | 372.94%-358.5pp |
| Employer contribution / active EE | $9,905 | $4,625+114.2% | $4,563+117.1% | $4,751+108.5% |
| Participant deferral / active EE | $8,098 | $6,512+24.4% | $6,513+24.3% | $6,710+20.7% |
| Admin fee / account holder | $6,598 | $8,527-22.6% | $7,047-6.4% | $11,403-42.1% |