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 | $139,800 | $108,919+28.4% | $100,391+39.3% | $145,922-4.2% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 11.88% | 57.88%-46.0pp | 49.20%-37.3pp | 561.29%-549.4pp |
| Employer contribution / active EE | $3,337 | $4,419-24.5% | $3,942-15.4% | $4,660-28.4% |
| Participant deferral / active EE | $11,871 | $8,445+40.6% | $8,082+46.9% | $6,688+77.5% |
| Admin fee / account holder | $16,461 | $9,689+69.9% | $7,899+108.4% | $13,397+22.9% |