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 7-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 | $111,047 | $98,750+12.5% | $149,696-25.8% | $79,858+39.1% |
| Participation rate | 75.0% | 75.8%-0.8pp | 82.5%-7.5pp | 69.6%+5.4pp |
| Annual return | 18.47% | 27.43%-9.0pp | 276.60%-258.1pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,248 | $3,216-30.1% | $4,644-51.6% | $2,471-9.0% |
| Participant deferral / active EE | $4,530 | $5,680-20.3% | $6,842-33.8% | $3,740+21.1% |
| Admin fee / account holder | $2,232 | $6,053-63.1% | $9,309-76.0% | $5,306-57.9% |