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 | $124,587 | $201,272-38.1% | $184,203-32.4% | $145,922-14.6% |
| Participation rate | 95.2% | 87.5%+7.7pp | 86.8%+8.4pp | 80.3%+15.0pp |
| Annual return | 17.45% | 29.00%-11.6pp | 28.81%-11.4pp | 561.29%-543.8pp |
| Employer contribution / active EE | $3,731 | $7,022-46.9% | $6,427-42.0% | $4,660-19.9% |
| Participant deferral / active EE | $10,045 | $9,806+2.4% | $9,131+10.0% | $6,688+50.2% |
| Admin fee / account holder | $385 | $16,364-97.6% | $13,901-97.2% | $13,397-97.1% |