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 | $215,831 | $114,381+88.7% | $107,525+100.7% | $142,382+51.6% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 21.46% | 242.71%-221.2pp | 181.32%-159.9pp | 217.08%-195.6pp |
| Employer contribution / active EE | $8,985 | $4,015+123.8% | $3,754+139.4% | $4,299+109.0% |
| Participant deferral / active EE | $12,359 | $5,564+122.1% | $5,116+141.6% | $6,507+89.9% |
| Admin fee / account holder | $16,830 | $9,860+70.7% | $8,919+88.7% | $12,624+33.3% |