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 | $205,131 | $183,519+11.8% | $155,509+31.9% | $145,922+40.6% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 15.23% | 61.17%-45.9pp | 64.67%-49.4pp | 561.29%-546.1pp |
| Employer contribution / active EE | $5,053 | $5,313-4.9% | $4,672+8.2% | $4,660+8.5% |
| Participant deferral / active EE | $8,987 | $6,462+39.1% | $5,626+59.7% | $6,688+34.4% |
| Admin fee / account holder | $5,192 | $19,313-73.1% | $15,912-67.4% | $13,397-61.2% |