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 | $110,202 | $104,974+5.0% | $95,585+15.3% | $142,382-22.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 15.80% | 210.33%-194.5pp | 38.56%-22.8pp | 217.08%-201.3pp |
| Employer contribution / active EE | $2,292 | $2,779-17.5% | $2,527-9.3% | $4,299-46.7% |
| Participant deferral / active EE | $5,942 | $4,352+36.5% | $4,023+47.7% | $6,507-8.7% |
| Admin fee / account holder | $1,148 | $6,386-82.0% | $6,127-81.3% | $12,624-90.9% |