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 4-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 | $124,743 | $110,257+13.1% | $96,544+29.2% | $139,434-10.5% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 15.93% | 26.32%-10.4pp | 25.84%-9.9pp | 372.94%-357.0pp |
| Employer contribution / active EE | $1,643 | $3,620-54.6% | $2,965-44.6% | $4,751-65.4% |
| Participant deferral / active EE | $3,928 | $5,548-29.2% | $4,851-19.0% | $6,710-41.5% |
| Admin fee / account holder | $1,652 | $11,591-85.7% | $8,252-80.0% | $11,403-85.5% |