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 7-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 | $129,087 | $117,983+9.4% | $101,794+26.8% | $142,382-9.3% |
| Participation rate | 93.8% | 74.2%+19.5pp | 69.2%+24.6pp | 80.1%+13.6pp |
| Annual return | 17.58% | 36.92%-19.3pp | 30.53%-12.9pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,161 | $2,773-22.1% | $2,289-5.6% | $4,299-49.7% |
| Participant deferral / active EE | $6,916 | $4,714+46.7% | $4,084+69.3% | $6,507+6.3% |
| Admin fee / account holder | $2,205 | $10,433-78.9% | $8,777-74.9% | $12,624-82.5% |