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 | $206,726 | $201,272+2.7% | $184,203+12.2% | $145,922+41.7% |
| Participation rate | 81.8% | 87.5%-5.7pp | 86.8%-5.0pp | 80.3%+1.5pp |
| Annual return | 18.91% | 29.00%-10.1pp | 28.81%-9.9pp | 561.29%-542.4pp |
| Employer contribution / active EE | $2,226 | $7,022-68.3% | $6,427-65.4% | $4,660-52.2% |
| Participant deferral / active EE | $8,096 | $9,806-17.4% | $9,131-11.3% | $6,688+21.1% |
| Admin fee / account holder | $587 | $16,364-96.4% | $13,901-95.8% | $13,397-95.6% |