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 | $102,215 | $100,773+1.4% | $88,946+14.9% | $142,382-28.2% |
| Participation rate | 73.3% | 74.3%-1.0pp | 68.8%+4.5pp | 80.1%-6.8pp |
| Annual return | 21.51% | 70.18%-48.7pp | 57.82%-36.3pp | 217.08%-195.6pp |
| Employer contribution / active EE | $2,943 | $2,918+0.9% | $2,555+15.2% | $4,299-31.5% |
| Participant deferral / active EE | $6,254 | $5,230+19.6% | $4,581+36.5% | $6,507-3.9% |
| Admin fee / account holder | $5,010 | $9,693-48.3% | $8,261-39.4% | $12,624-60.3% |