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 | $138,193 | $109,881+25.8% | $150,045-7.9% | $84,808+62.9% |
| Participation rate | 80.0% | 76.1%+3.9pp | 82.3%-2.3pp | 68.3%+11.7pp |
| Annual return | 15.87% | 28.25%-12.4pp | 62.55%-46.7pp | 40.90%-25.0pp |
| Employer contribution / active EE | $3,862 | $3,561+8.4% | $4,693-17.7% | $2,631+46.8% |
| Participant deferral / active EE | $10,278 | $6,636+54.9% | $7,997+28.5% | $4,212+144.1% |
| Admin fee / account holder | $11,045 | $8,568+28.9% | $13,435-17.8% | $7,344+50.4% |