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 4-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 | $113,686 | $117,841-3.5% | $102,423+11.0% | $145,922-22.1% |
| Participation rate | 85.7% | 78.6%+7.1pp | 76.5%+9.2pp | 80.3%+5.4pp |
| Annual return | 20.07% | 31.65%-11.6pp | 29.32%-9.3pp | 561.29%-541.2pp |
| Employer contribution / active EE | $2,511 | $3,615-30.5% | $3,023-17.0% | $4,660-46.1% |
| Participant deferral / active EE | $10,537 | $5,731+83.9% | $5,053+108.5% | $6,688+57.6% |
| Admin fee / account holder | $638 | $13,326-95.2% | $9,451-93.3% | $13,397-95.2% |