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 9-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 | $134,671 | $57,016+136.2% | $84,966+58.5% | $80,856+66.6% |
| Participation rate | 93.8% | 56.3%+37.4pp | 67.5%+26.2pp | 67.6%+26.1pp |
| Annual return | 12.08% | 21.66%-9.6pp | 66.38%-54.3pp | 35.59%-23.5pp |
| Employer contribution / active EE | $7,694 | $1,798+328.0% | $2,727+182.1% | $2,755+179.3% |
| Participant deferral / active EE | $1,206 | $3,110-61.2% | $4,519-73.3% | $4,296-71.9% |
| Admin fee / account holder | $1,754 | $4,980-64.8% | $6,149-71.5% | $6,918-74.6% |