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 | $113,433 | $95,266+19.1% | $82,389+37.7% | $142,382-20.3% |
| Participation rate | 81.0% | 74.5%+6.5pp | 69.5%+11.4pp | 80.1%+0.8pp |
| Annual return | 18.31% | 25.74%-7.4pp | 28.67%-10.4pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,072 | $2,991-30.7% | $2,517-17.7% | $4,299-51.8% |
| Participant deferral / active EE | $5,040 | $4,809+4.8% | $4,155+21.3% | $6,507-22.5% |
| Admin fee / account holder | $476 | $8,563-94.4% | $7,231-93.4% | $12,624-96.2% |