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 10-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 | $81,405 | $80,968+0.5% | $96,544-15.7% | $75,163+8.3% |
| Participation rate | 76.0% | 71.8%+4.2pp | 76.0%0pp | 67.2%+8.8pp |
| Annual return | 21.65% | 27.06%-5.4pp | 25.84%-4.2pp | 160.62%-139.0pp |
| Employer contribution / active EE | $3,103 | $2,282+36.0% | $2,965+4.7% | $2,670+16.2% |
| Participant deferral / active EE | $5,843 | $3,928+48.7% | $4,851+20.5% | $4,125+41.6% |
| Admin fee / account holder | $12,121 | $6,724+80.3% | $8,252+46.9% | $5,651+114.5% |