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 | $138,163 | $117,983+17.1% | $101,794+35.7% | $142,382-3.0% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 11.10% | 36.92%-25.8pp | 30.53%-19.4pp | 217.08%-206.0pp |
| Employer contribution / active EE | $1,979 | $2,773-28.6% | $2,289-13.5% | $4,299-54.0% |
| Participant deferral / active EE | $8,236 | $4,714+74.7% | $4,084+101.7% | $6,507+26.6% |
| Admin fee / account holder | $18,464 | $10,433+77.0% | $8,777+110.4% | $12,624+46.3% |