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 6-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 | $82,127 | $80,673+1.8% | $101,326-18.9% | $84,808-3.2% |
| Participation rate | 70.3% | 77.8%-7.5pp | 81.5%-11.2pp | 68.3%+2.0pp |
| Annual return | 20.85% | 38.95%-18.1pp | 36.82%-16.0pp | 40.90%-20.0pp |
| Employer contribution / active EE | $1,465 | $2,698-45.7% | $3,665-60.0% | $2,631-44.3% |
| Participant deferral / active EE | $5,481 | $6,840-19.9% | $7,994-31.4% | $4,212+30.1% |
| Admin fee / account holder | $2,192 | $12,784-82.9% | $11,185-80.4% | $7,344-70.2% |