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 | $97,146 | $100,773-3.6% | $88,946+9.2% | $142,382-31.8% |
| Participation rate | 79.2% | 74.3%+4.9pp | 68.8%+10.3pp | 80.1%-1.0pp |
| Annual return | 21.66% | 70.18%-48.5pp | 57.82%-36.2pp | 217.08%-195.4pp |
| Employer contribution / active EE | $2,815 | $2,918-3.5% | $2,555+10.2% | $4,299-34.5% |
| Participant deferral / active EE | $8,029 | $5,230+53.5% | $4,581+75.3% | $6,507+23.4% |
| Admin fee / account holder | $745 | $9,693-92.3% | $8,261-91.0% | $12,624-94.1% |