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 | $115,565 | $104,974+10.1% | $95,585+20.9% | $142,382-18.8% |
| Participation rate | 77.8% | 75.0%+2.8pp | 72.1%+5.7pp | 80.1%-2.3pp |
| Annual return | 21.53% | 210.33%-188.8pp | 38.56%-17.0pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,799 | $2,779+0.7% | $2,527+10.8% | $4,299-34.9% |
| Participant deferral / active EE | $7,903 | $4,352+81.6% | $4,023+96.5% | $6,507+21.4% |
| Admin fee / account holder | $3,556 | $6,386-44.3% | $6,127-42.0% | $12,624-71.8% |