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 | $138,038 | $113,935+21.2% | $94,224+46.5% | $125,391+10.1% |
| Participation rate | 88.9% | 82.9%+6.0pp | 78.8%+10.1pp | 83.2%+5.7pp |
| Annual return | 1.35% | 5.29%-3.9pp | 10.68%-9.3pp | 282.22%-280.9pp |
| Employer contribution / active EE | $3,613 | $4,727-23.6% | $3,587+0.7% | $4,866-25.7% |
| Participant deferral / active EE | $7,293 | $5,179+40.8% | $4,320+68.8% | $5,352+36.3% |
| Admin fee / account holder | $6,673 | $8,391-20.5% | $6,269+6.4% | $9,540-30.1% |