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 9-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 | $80,744 | $85,022-5.0% | $70,515+14.5% | $139,434-42.1% |
| Participation rate | 78.6% | 73.9%+4.7pp | 68.3%+10.2pp | 80.3%-1.7pp |
| Annual return | 16.53% | 30.38%-13.9pp | 32.77%-16.2pp | 372.94%-356.4pp |
| Employer contribution / active EE | $3,365 | $3,909-13.9% | $2,973+13.2% | $4,751-29.2% |
| Participant deferral / active EE | $8,682 | $5,890+47.4% | $4,567+90.1% | $6,710+29.4% |
| Admin fee / account holder | $1,014 | $8,906-88.6% | $6,412-84.2% | $11,403-91.1% |