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 | $106,258 | $88,751+19.7% | $81,812+29.9% | $145,922-27.2% |
| Participation rate | 72.7% | 75.0%-2.3pp | 72.3%+0.4pp | 80.3%-7.5pp |
| Annual return | 13.73% | 1025.40%-1011.7pp | 773.79%-760.1pp | 561.29%-547.6pp |
| Employer contribution / active EE | $993 | $3,083-67.8% | $2,912-65.9% | $4,660-78.7% |
| Participant deferral / active EE | $6,497 | $4,643+39.9% | $4,319+50.4% | $6,688-2.8% |
| Admin fee / account holder | $3,421 | $8,415-59.3% | $7,386-53.7% | $13,397-74.5% |