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 | $105,746 | $100,773+4.9% | $88,946+18.9% | $142,382-25.7% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 14.22% | 70.18%-56.0pp | 57.82%-43.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $1,420 | $2,918-51.3% | $2,555-44.4% | $4,299-67.0% |
| Participant deferral / active EE | $5,860 | $5,230+12.0% | $4,581+27.9% | $6,507-9.9% |
| Admin fee / account holder | $9,655 | $9,693-0.4% | $8,261+16.9% | $12,624-23.5% |