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 | $100,845 | $98,750+2.1% | $149,696-32.6% | $79,858+26.3% |
| Participation rate | 71.4% | 75.8%-4.3pp | 82.5%-11.0pp | 69.6%+1.8pp |
| Annual return | 18.34% | 27.43%-9.1pp | 276.60%-258.3pp | 31.71%-13.4pp |
| Employer contribution / active EE | $3,227 | $3,216+0.3% | $4,644-30.5% | $2,471+30.6% |
| Participant deferral / active EE | $10,109 | $5,680+78.0% | $6,842+47.8% | $3,740+170.3% |
| Admin fee / account holder | $2,953 | $6,053-51.2% | $9,309-68.3% | $5,306-44.3% |