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 | $199,388 | $177,572+12.3% | $154,803+28.8% | $142,382+40.0% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 18.12% | 65.07%-46.9pp | 58.88%-40.8pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,805 | $4,810-62.5% | $4,305-58.1% | $4,299-58.0% |
| Participant deferral / active EE | $3,749 | $6,272-40.2% | $5,540-32.3% | $6,507-42.4% |
| Admin fee / account holder | $1,246 | $16,786-92.6% | $14,329-91.3% | $12,624-90.1% |