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 | $128,310 | $86,286+48.7% | $111,297+15.3% | $85,850+49.5% |
| Participation rate | 76.9% | 73.3%+3.6pp | 77.3%-0.4pp | 69.3%+7.6pp |
| Annual return | 13.55% | 19.99%-6.4pp | 54.65%-41.1pp | 318.53%-305.0pp |
| Employer contribution / active EE | $1,558 | $2,043-23.7% | $2,731-42.9% | $2,565-39.2% |
| Participant deferral / active EE | $4,292 | $3,641+17.9% | $4,487-4.3% | $3,952+8.6% |
| Admin fee / account holder | $3,003 | $8,188-63.3% | $7,964-62.3% | $6,260-52.0% |