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 | $87,457 | $74,888+16.8% | $71,209+22.8% | $142,382-38.6% |
| Participation rate | 72.7% | 76.2%-3.5pp | 73.8%-1.0pp | 80.1%-7.4pp |
| Annual return | 17.60% | 345.14%-327.5pp | 282.51%-264.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $4,697 | $2,854+64.5% | $2,721+72.6% | $4,299+9.2% |
| Participant deferral / active EE | $9,923 | $4,454+122.8% | $4,175+137.7% | $6,507+52.5% |
| Admin fee / account holder | $8,055 | $5,568+44.6% | $5,349+50.6% | $12,624-36.2% |