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 | $165,546 | $175,202-5.5% | $149,673+10.6% | $139,434+18.7% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 12.10% | 166.71%-154.6pp | 134.42%-122.3pp | 372.94%-360.8pp |
| Employer contribution / active EE | $4,131 | $5,474-24.5% | $4,818-14.2% | $4,751-13.0% |
| Participant deferral / active EE | $7,455 | $6,519+14.4% | $5,680+31.2% | $6,710+11.1% |
| Admin fee / account holder | $10,320 | $16,150-36.1% | $13,210-21.9% | $11,403-9.5% |