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 | $122,070 | $110,257+10.7% | $96,544+26.4% | $139,434-12.5% |
| Participation rate | 80.0% | 78.1%+1.9pp | 76.0%+4.0pp | 80.3%-0.3pp |
| Annual return | 17.90% | 26.32%-8.4pp | 25.84%-7.9pp | 372.94%-355.0pp |
| Employer contribution / active EE | $2,062 | $3,620-43.0% | $2,965-30.5% | $4,751-56.6% |
| Participant deferral / active EE | $13,967 | $5,548+151.8% | $4,851+187.9% | $6,710+108.2% |
| Admin fee / account holder | $1,241 | $11,591-89.3% | $8,252-85.0% | $11,403-89.1% |