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 | $81,028 | $80,673+0.4% | $101,326-20.0% | $84,808-4.5% |
| Participation rate | 84.1% | 77.8%+6.3pp | 81.5%+2.6pp | 68.3%+15.8pp |
| Annual return | 20.43% | 38.95%-18.5pp | 36.82%-16.4pp | 40.90%-20.5pp |
| Employer contribution / active EE | $5,831 | $2,698+116.1% | $3,665+59.1% | $2,631+121.6% |
| Participant deferral / active EE | $18,306 | $6,840+167.6% | $7,994+129.0% | $4,212+334.7% |
| Admin fee / account holder | $16,366 | $12,784+28.0% | $11,185+46.3% | $7,344+122.9% |