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 9-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 | $137,788 | $114,381+20.5% | $107,525+28.1% | $142,382-3.2% |
| Participation rate | 84.6% | 78.1%+6.5pp | 75.1%+9.5pp | 80.1%+4.5pp |
| Annual return | 17.97% | 242.71%-224.7pp | 181.32%-163.4pp | 217.08%-199.1pp |
| Employer contribution / active EE | $10,924 | $4,015+172.1% | $3,754+191.0% | $4,299+154.1% |
| Participant deferral / active EE | $8,904 | $5,564+60.0% | $5,116+74.1% | $6,507+36.8% |
| Admin fee / account holder | $787 | $9,860-92.0% | $8,919-91.2% | $12,624-93.8% |