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 | $98,246 | $95,803+2.5% | $113,168-13.2% | $84,808+15.8% |
| Participation rate | 87.0% | 72.9%+14.1pp | 76.6%+10.4pp | 68.3%+18.6pp |
| Annual return | 18.32% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $3,282 | $2,360+39.1% | $2,975+10.3% | $2,631+24.7% |
| Participant deferral / active EE | $7,110 | $4,242+67.6% | $5,107+39.2% | $4,212+68.8% |
| Admin fee / account holder | $946 | $8,989-89.5% | $12,068-92.2% | $7,344-87.1% |