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 7-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 | $110,471 | $64,839+70.4% | $95,585+15.6% | $84,808+30.3% |
| Participation rate | 71.1% | 63.8%+7.3pp | 72.1%-1.0pp | 68.3%+2.8pp |
| Annual return | 18.85% | -670.96%+689.8pp | 38.56%-19.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $2,806 | $1,759+59.5% | $2,527+11.0% | $2,631+6.6% |
| Participant deferral / active EE | $7,491 | $2,965+152.7% | $4,023+86.2% | $4,212+77.9% |
| Admin fee / account holder | $3,648 | $5,964-38.8% | $6,127-40.5% | $7,344-50.3% |