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 | $126,055 | $86,286+46.1% | $111,297+13.3% | $85,850+46.8% |
| Participation rate | 88.0% | 73.3%+14.7pp | 77.3%+10.7pp | 69.3%+18.7pp |
| Annual return | 14.08% | 19.99%-5.9pp | 54.65%-40.6pp | 318.53%-304.5pp |
| Employer contribution / active EE | $1,909 | $2,043-6.6% | $2,731-30.1% | $2,565-25.6% |
| Participant deferral / active EE | $5,618 | $3,641+54.3% | $4,487+25.2% | $3,952+42.2% |
| Admin fee / account holder | $8,492 | $8,188+3.7% | $7,964+6.6% | $6,260+35.7% |