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 | $106,190 | $106,584-0.4% | $101,326+4.8% | $142,382-25.4% |
| Participation rate | 91.7% | 82.7%+9.0pp | 81.5%+10.2pp | 80.1%+11.5pp |
| Annual return | 16.93% | 36.93%-20.0pp | 36.82%-19.9pp | 217.08%-200.1pp |
| Employer contribution / active EE | $3,374 | $3,956-14.7% | $3,665-8.0% | $4,299-21.5% |
| Participant deferral / active EE | $6,288 | $8,297-24.2% | $7,994-21.3% | $6,507-3.4% |
| Admin fee / account holder | $1,103 | $11,446-90.4% | $11,185-90.1% | $12,624-91.3% |