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 | $107,853 | $98,750+9.2% | $149,696-28.0% | $79,858+35.1% |
| Participation rate | 76.0% | 75.8%+0.2pp | 82.5%-6.5pp | 69.6%+6.4pp |
| Annual return | 17.90% | 27.43%-9.5pp | 276.60%-258.7pp | 31.71%-13.8pp |
| Employer contribution / active EE | $3,007 | $3,216-6.5% | $4,644-35.3% | $2,471+21.7% |
| Participant deferral / active EE | $7,118 | $5,680+25.3% | $6,842+4.0% | $3,740+90.3% |
| Admin fee / account holder | $1,025 | $6,053-83.1% | $9,309-89.0% | $5,306-80.7% |