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 | $112,073 | $117,983-5.0% | $101,794+10.1% | $142,382-21.3% |
| Participation rate | 95.5% | 74.2%+21.2pp | 69.2%+26.3pp | 80.1%+15.3pp |
| Annual return | 13.12% | 36.92%-23.8pp | 30.53%-17.4pp | 217.08%-204.0pp |
| Employer contribution / active EE | $6,536 | $2,773+135.7% | $2,289+185.6% | $4,299+52.0% |
| Participant deferral / active EE | $4,179 | $4,714-11.3% | $4,084+2.3% | $6,507-35.8% |
| Admin fee / account holder | $2,240 | $10,433-78.5% | $8,777-74.5% | $12,624-82.3% |