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 10-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 | $114,619 | $95,561+19.9% | $77,163+48.5% | $139,434-17.8% |
| Participation rate | 75.0% | 73.9%+1.1pp | 69.6%+5.4pp | 80.3%-5.3pp |
| Annual return | 16.19% | 54.92%-38.7pp | 37.87%-21.7pp | 372.94%-356.8pp |
| Employer contribution / active EE | $1,506 | $3,147-52.1% | $2,535-40.6% | $4,751-68.3% |
| Participant deferral / active EE | $8,982 | $4,624+94.3% | $3,833+134.3% | $6,710+33.9% |
| Admin fee / account holder | $4,197 | $8,295-49.4% | $5,472-23.3% | $11,403-63.2% |