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 | $112,147 | $175,202-36.0% | $149,673-25.1% | $139,434-19.6% |
| Participation rate | 79.2% | 83.4%-4.2pp | 78.8%+0.4pp | 80.3%-1.2pp |
| Annual return | 19.79% | 166.71%-146.9pp | 134.42%-114.6pp | 372.94%-353.2pp |
| Employer contribution / active EE | $6,092 | $5,474+11.3% | $4,818+26.4% | $4,751+28.2% |
| Participant deferral / active EE | $12,754 | $6,519+95.6% | $5,680+124.5% | $6,710+90.1% |
| Admin fee / account holder | $701 | $16,150-95.7% | $13,210-94.7% | $11,403-93.8% |