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 | $114,315 | $104,907+9.0% | $84,611+35.1% | $152,861-25.2% |
| Participation rate | 75.0% | 74.8%+0.2pp | 68.2%+6.8pp | 82.4%-7.4pp |
| Annual return | 22.11% | 373.79%-351.7pp | 258.74%-236.6pp | 345.32%-323.2pp |
| Employer contribution / active EE | $465 | $3,302-85.9% | $2,652-82.5% | $4,762-90.2% |
| Participant deferral / active EE | $2,777 | $4,688-40.8% | $3,899-28.8% | $5,850-52.5% |
| Admin fee / account holder | $1,238 | $6,241-80.2% | $4,912-74.8% | $11,596-89.3% |