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 | $95,749 | $89,753+6.7% | $107,525-11.0% | $84,808+12.9% |
| Participation rate | 94.5% | 68.1%+26.5pp | 75.1%+19.5pp | 68.3%+26.2pp |
| Annual return | 21.12% | 29.48%-8.4pp | 181.32%-160.2pp | 40.90%-19.8pp |
| Employer contribution / active EE | $11,051 | $3,113+255.0% | $3,754+194.4% | $2,631+320.0% |
| Participant deferral / active EE | $9,589 | $4,056+136.4% | $5,116+87.4% | $4,212+127.7% |
| Admin fee / account holder | $5,010 | $7,222-30.6% | $8,919-43.8% | $7,344-31.8% |