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 | $134,023 | $183,519-27.0% | $155,509-13.8% | $145,922-8.2% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 21.78% | 61.17%-39.4pp | 64.67%-42.9pp | 561.29%-539.5pp |
| Employer contribution / active EE | $7,824 | $5,313+47.3% | $4,672+67.4% | $4,660+67.9% |
| Participant deferral / active EE | $7,988 | $6,462+23.6% | $5,626+42.0% | $6,688+19.4% |
| Admin fee / account holder | $841 | $19,313-95.6% | $15,912-94.7% | $13,397-93.7% |