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 | $125,082 | $111,754+11.9% | $103,333+21.0% | $145,922-14.3% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 12.68% | 24.77%-12.1pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $3,377 | $4,212-19.8% | $3,868-12.7% | $4,660-27.5% |
| Participant deferral / active EE | $9,014 | $5,619+60.4% | $5,057+78.2% | $6,688+34.8% |
| Admin fee / account holder | $2,539 | $9,750-74.0% | $8,355-69.6% | $13,397-81.1% |