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 | $126,774 | $87,733+44.5% | $106,548+19.0% | $85,850+47.7% |
| Participation rate | 71.1% | 71.9%-0.9pp | 76.1%-5.1pp | 69.3%+1.7pp |
| Annual return | 11.64% | 21.86%-10.2pp | 26.80%-15.2pp | 318.53%-306.9pp |
| Employer contribution / active EE | $3,441 | $2,073+66.0% | $2,819+22.1% | $2,565+34.1% |
| Participant deferral / active EE | $6,922 | $3,469+99.5% | $4,398+57.4% | $3,952+75.2% |
| Admin fee / account holder | $1,141 | $6,767-83.1% | $7,407-84.6% | $6,260-81.8% |