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 | $134,041 | $127,264+5.3% | $109,895+22.0% | $167,490-20.0% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 18.53% | 22.97%-4.4pp | 29.45%-10.9pp | 478.56%-460.0pp |
| Employer contribution / active EE | $20,140 | $3,322+506.2% | $2,842+608.5% | $4,837+316.3% |
| Participant deferral / active EE | $14,950 | $4,514+231.2% | $4,048+269.3% | $6,341+135.8% |
| Admin fee / account holder | $896 | $7,114-87.4% | $6,066-85.2% | $12,309-92.7% |