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 | $112,553 | $124,319-9.5% | $111,297+1.1% | $167,490-32.8% |
| Participation rate | 88.9% | 79.6%+9.3pp | 77.3%+11.6pp | 82.1%+6.8pp |
| Annual return | 20.22% | 37.44%-17.2pp | 54.65%-34.4pp | 478.56%-458.3pp |
| Employer contribution / active EE | $2,952 | $3,435-14.1% | $2,731+8.1% | $4,837-39.0% |
| Participant deferral / active EE | $11,226 | $5,180+116.7% | $4,487+150.2% | $6,341+77.0% |
| Admin fee / account holder | $5,700 | $10,618-46.3% | $7,964-28.4% | $12,309-53.7% |