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 9-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 | $131,804 | $109,413+20.5% | $156,263-15.7% | $84,808+55.4% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 15.53% | 20.18%-4.6pp | 59.47%-43.9pp | 40.90%-25.4pp |
| Employer contribution / active EE | $2,619 | $2,907-9.9% | $4,333-39.6% | $2,631-0.5% |
| Participant deferral / active EE | $6,401 | $4,590+39.5% | $6,158+3.9% | $4,212+52.0% |
| Admin fee / account holder | $1,887 | $9,357-79.8% | $14,255-86.8% | $7,344-74.3% |