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 | $136,397 | $106,584+28.0% | $101,326+34.6% | $142,382-4.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 81.5%+4.2pp | 80.1%+5.6pp |
| Annual return | 21.53% | 36.93%-15.4pp | 36.82%-15.3pp | 217.08%-195.5pp |
| Employer contribution / active EE | $2,866 | $3,956-27.6% | $3,665-21.8% | $4,299-33.3% |
| Participant deferral / active EE | $10,743 | $8,297+29.5% | $7,994+34.4% | $6,507+65.1% |
| Admin fee / account holder | $812 | $11,446-92.9% | $11,185-92.7% | $12,624-93.6% |