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 | $199,763 | $163,101+22.5% | $136,749+46.1% | $142,382+40.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 72.1%+27.9pp | 80.1%+19.9pp |
| Annual return | 13.00% | 27.54%-14.5pp | 24.33%-11.3pp | 217.08%-204.1pp |
| Employer contribution / active EE | $4,309 | $4,117+4.7% | $3,400+26.8% | $4,299+0.2% |
| Participant deferral / active EE | $11,781 | $5,585+111.0% | $4,692+151.1% | $6,507+81.1% |
| Admin fee / account holder | $559 | $14,318-96.1% | $11,386-95.1% | $12,624-95.6% |