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 | $110,155 | $95,266+15.6% | $82,389+33.7% | $142,382-22.6% |
| Participation rate | 80.0% | 74.5%+5.5pp | 69.5%+10.5pp | 80.1%-0.1pp |
| Annual return | 18.73% | 25.74%-7.0pp | 28.67%-9.9pp | 217.08%-198.3pp |
| Employer contribution / active EE | $906 | $2,991-69.7% | $2,517-64.0% | $4,299-78.9% |
| Participant deferral / active EE | $2,626 | $4,809-45.4% | $4,155-36.8% | $6,507-59.6% |
| Admin fee / account holder | $1,193 | $8,563-86.1% | $7,231-83.5% | $12,624-90.5% |