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 | $112,767 | $117,841-4.3% | $102,423+10.1% | $145,922-22.7% |
| Participation rate | 71.4% | 78.6%-7.2pp | 76.5%-5.1pp | 80.3%-8.8pp |
| Annual return | 17.22% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.1pp |
| Employer contribution / active EE | $2,407 | $3,615-33.4% | $3,023-20.4% | $4,660-48.3% |
| Participant deferral / active EE | $11,052 | $5,731+92.9% | $5,053+118.7% | $6,688+65.3% |
| Admin fee / account holder | $4,072 | $13,326-69.4% | $9,451-56.9% | $13,397-69.6% |