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 6-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 | $136,969 | $106,584+28.5% | $101,326+35.2% | $142,382-3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.52% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,907 | $3,956-51.8% | $3,665-48.0% | $4,299-55.7% |
| Participant deferral / active EE | $7,013 | $8,297-15.5% | $7,994-12.3% | $6,507+7.8% |
| Admin fee / account holder | $1,063 | $11,446-90.7% | $11,185-90.5% | $12,624-91.6% |