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 8-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 | $132,875 | $148,978-10.8% | $200,582-33.8% | $84,808+56.7% |
| Participation rate | 96.4% | 84.2%+12.2pp | 86.9%+9.5pp | 68.3%+28.1pp |
| Annual return | 17.68% | 28.16%-10.5pp | 42.33%-24.7pp | 40.90%-23.2pp |
| Employer contribution / active EE | $5,284 | $4,815+9.7% | $6,419-17.7% | $2,631+100.8% |
| Participant deferral / active EE | $11,285 | $7,142+58.0% | $9,331+20.9% | $4,212+168.0% |
| Admin fee / account holder | $2,901 | $13,977-79.2% | $16,305-82.2% | $7,344-60.5% |