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 | $95,401 | $87,733+8.7% | $106,548-10.5% | $85,850+11.1% |
| Participation rate | 72.0% | 71.9%+0.1pp | 76.1%-4.1pp | 69.3%+2.7pp |
| Annual return | 33.84% | 21.86%+12.0pp | 26.80%+7.0pp | 318.53%-284.7pp |
| Employer contribution / active EE | $1,520 | $2,073-26.7% | $2,819-46.1% | $2,565-40.8% |
| Participant deferral / active EE | $4,060 | $3,469+17.0% | $4,398-7.7% | $3,952+2.8% |
| Admin fee / account holder | $5,281 | $6,767-22.0% | $7,407-28.7% | $6,260-15.6% |