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 5-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 | $106,340 | $202,432-47.5% | $169,368-37.2% | $139,434-23.7% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 20.97% | 531.74%-510.8pp | 405.60%-384.6pp | 372.94%-352.0pp |
| Employer contribution / active EE | $4,798 | $4,692+2.3% | $4,013+19.6% | $4,751+1.0% |
| Participant deferral / active EE | $12,149 | $6,938+75.1% | $6,221+95.3% | $6,710+81.0% |
| Admin fee / account holder | $3,058 | $10,708-71.4% | $9,003-66.0% | $11,403-73.2% |