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 | $121,162 | $109,881+10.3% | $150,045-19.2% | $84,808+42.9% |
| Participation rate | 89.5% | 76.1%+13.4pp | 82.3%+7.2pp | 68.3%+21.2pp |
| Annual return | 17.68% | 28.25%-10.6pp | 62.55%-44.9pp | 40.90%-23.2pp |
| Employer contribution / active EE | $2,439 | $3,561-31.5% | $4,693-48.0% | $2,631-7.3% |
| Participant deferral / active EE | $6,236 | $6,636-6.0% | $7,997-22.0% | $4,212+48.1% |
| Admin fee / account holder | $1,033 | $8,568-87.9% | $13,435-92.3% | $7,344-85.9% |