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 | $115,867 | $100,773+15.0% | $88,946+30.3% | $142,382-18.6% |
| Participation rate | 83.3% | 74.3%+9.0pp | 68.8%+14.5pp | 80.1%+3.2pp |
| Annual return | 14.35% | 70.18%-55.8pp | 57.82%-43.5pp | 217.08%-202.7pp |
| Employer contribution / active EE | $5,603 | $2,918+92.0% | $2,555+119.3% | $4,299+30.3% |
| Participant deferral / active EE | $12,155 | $5,230+132.4% | $4,581+165.3% | $6,507+86.8% |
| Admin fee / account holder | $20,609 | $9,693+112.6% | $8,261+149.5% | $12,624+63.3% |