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 | $121,369 | $117,381+3.4% | $99,443+22.0% | $152,861-20.6% |
| Participation rate | 90.0% | 77.5%+12.5pp | 73.8%+16.2pp | 82.4%+7.6pp |
| Annual return | 22.04% | 31.87%-9.8pp | 30.72%-8.7pp | 345.32%-323.3pp |
| Employer contribution / active EE | $2,230 | $3,013-26.0% | $2,540-12.2% | $4,762-53.2% |
| Participant deferral / active EE | $6,701 | $4,086+64.0% | $3,619+85.2% | $5,850+14.5% |
| Admin fee / account holder | $12,130 | $7,631+59.0% | $6,250+94.1% | $11,596+4.6% |