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 6-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 | $102,678 | $104,475-1.7% | $159,436-35.6% | $79,386+29.3% |
| Participation rate | 72.0% | 76.6%-4.7pp | 82.8%-10.9pp | 70.7%+1.3pp |
| Annual return | 18.23% | 67.95%-49.7pp | 263.57%-245.3pp | 116.85%-98.6pp |
| Employer contribution / active EE | $3,605 | $3,417+5.5% | $4,829-25.3% | $2,427+48.5% |
| Participant deferral / active EE | $6,807 | $6,467+5.3% | $7,352-7.4% | $4,046+68.3% |
| Admin fee / account holder | $1,351 | $711+90.0% | $10,799-87.5% | $626+115.7% |