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 7-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 | $128,948 | $74,888+72.2% | $71,209+81.1% | $142,382-9.4% |
| Participation rate | 73.3% | 76.2%-2.9pp | 73.8%-0.4pp | 80.1%-6.8pp |
| Annual return | 21.04% | 345.14%-324.1pp | 282.51%-261.5pp | 217.08%-196.0pp |
| Employer contribution / active EE | $10,470 | $2,854+266.8% | $2,721+284.8% | $4,299+143.5% |
| Participant deferral / active EE | $6,152 | $4,454+38.1% | $4,175+47.3% | $6,507-5.5% |
| Admin fee / account holder | $4,593 | $5,568-17.5% | $5,349-14.1% | $12,624-63.6% |