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 | $68,844 | $106,584-35.4% | $101,326-32.1% | $142,382-51.6% |
| Participation rate | 84.2% | 82.7%+1.5pp | 81.5%+2.7pp | 80.1%+4.1pp |
| Annual return | 20.88% | 36.93%-16.0pp | 36.82%-15.9pp | 217.08%-196.2pp |
| Employer contribution / active EE | $5,315 | $3,956+34.3% | $3,665+45.0% | $4,299+23.6% |
| Participant deferral / active EE | $10,227 | $8,297+23.3% | $7,994+27.9% | $6,507+57.2% |
| Admin fee / account holder | $5,025 | $11,446-56.1% | $11,185-55.1% | $12,624-60.2% |