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 | $103,779 | $115,770-10.4% | $101,248+2.5% | $158,922-34.7% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 27.52% | 56.14%-28.6pp | 46.47%-19.0pp | 302.83%-275.3pp |
| Employer contribution / active EE | $2,234 | $4,175-46.5% | $3,660-38.9% | $4,761-53.1% |
| Participant deferral / active EE | $5,766 | $4,957+16.3% | $4,370+31.9% | $5,982-3.6% |
| Admin fee / account holder | $1,506 | $7,245-79.2% | $5,945-74.7% | $11,246-86.6% |