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 8-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 | $128,625 | $99,877+28.8% | $84,966+51.4% | $145,922-11.9% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 8.97% | 83.76%-74.8pp | 66.38%-57.4pp | 561.29%-552.3pp |
| Employer contribution / active EE | $18,536 | $3,231+473.6% | $2,727+579.7% | $4,660+297.8% |
| Participant deferral / active EE | $14,308 | $5,291+170.5% | $4,519+216.6% | $6,688+114.0% |
| Admin fee / account holder | $18,227 | $7,248+151.5% | $6,149+196.4% | $13,397+36.0% |