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 | $127,894 | $127,065+0.7% | $113,168+13.0% | $142,382-10.2% |
| Participation rate | 82.4% | 79.2%+3.1pp | 76.6%+5.8pp | 80.1%+2.2pp |
| Annual return | 17.88% | 24.03%-6.1pp | 24.27%-6.4pp | 217.08%-199.2pp |
| Employer contribution / active EE | $7,790 | $3,442+126.3% | $2,975+161.8% | $4,299+81.2% |
| Participant deferral / active EE | $10,137 | $5,716+77.3% | $5,107+98.5% | $6,507+55.8% |
| Admin fee / account holder | $2,532 | $15,736-83.9% | $12,068-79.0% | $12,624-79.9% |