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 | $133,717 | $114,381+16.9% | $107,525+24.4% | $142,382-6.1% |
| Participation rate | 80.0% | 78.1%+1.9pp | 75.1%+4.9pp | 80.1%-0.1pp |
| Annual return | 23.07% | 242.71%-219.6pp | 181.32%-158.2pp | 217.08%-194.0pp |
| Employer contribution / active EE | $2,256 | $4,015-43.8% | $3,754-39.9% | $4,299-47.5% |
| Participant deferral / active EE | $20,602 | $5,564+270.3% | $5,116+302.7% | $6,507+216.6% |
| Admin fee / account holder | $4,688 | $9,860-52.5% | $8,919-47.4% | $12,624-62.9% |