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 | $103,845 | $101,724+2.1% | $164,813-37.0% | $80,856+28.4% |
| Participation rate | 96.6% | 71.8%+24.7pp | 78.6%+17.9pp | 67.6%+28.9pp |
| Annual return | 16.41% | 16.72%-0.3pp | 69.93%-53.5pp | 35.59%-19.2pp |
| Employer contribution / active EE | $4,419 | $2,953+49.6% | $4,341+1.8% | $2,755+60.4% |
| Participant deferral / active EE | $9,935 | $4,477+121.9% | $6,031+64.7% | $4,296+131.3% |
| Admin fee / account holder | $15,656 | $8,227+90.3% | $12,690+23.4% | $6,918+126.3% |