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 3-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 | $78,664 | $74,888+5.0% | $71,209+10.5% | $142,382-44.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 21.38% | 345.14%-323.8pp | 282.51%-261.1pp | 217.08%-195.7pp |
| Employer contribution / active EE | $857 | $2,854-70.0% | $2,721-68.5% | $4,299-80.1% |
| Participant deferral / active EE | $11,126 | $4,454+149.8% | $4,175+166.5% | $6,507+71.0% |
| Admin fee / account holder | $8,149 | $5,568+46.4% | $5,349+52.4% | $12,624-35.4% |