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 | $133,570 | $104,974+27.2% | $95,585+39.7% | $142,382-6.2% |
| Participation rate | 83.3% | 75.0%+8.4pp | 72.1%+11.3pp | 80.1%+3.2pp |
| Annual return | 14.49% | 210.33%-195.8pp | 38.56%-24.1pp | 217.08%-202.6pp |
| Employer contribution / active EE | $2,640 | $2,779-5.0% | $2,527+4.5% | $4,299-38.6% |
| Participant deferral / active EE | $9,017 | $4,352+107.2% | $4,023+124.2% | $6,507+38.6% |
| Admin fee / account holder | $71,495 | $6,386+1019.5% | $6,127+1066.8% | $12,624+466.4% |