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 8-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 | $120,378 | $115,770+4.0% | $101,248+18.9% | $158,922-24.3% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 20.98% | 56.14%-35.2pp | 46.47%-25.5pp | 302.83%-281.8pp |
| Employer contribution / active EE | $10,899 | $4,175+161.1% | $3,660+197.8% | $4,761+128.9% |
| Participant deferral / active EE | $7,297 | $4,957+47.2% | $4,370+67.0% | $5,982+22.0% |
| Admin fee / account holder | $803 | $7,245-88.9% | $5,945-86.5% | $11,246-92.9% |