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 | $99,416 | $80,673+23.2% | $101,326-1.9% | $84,808+17.2% |
| Participation rate | 82.5% | 77.8%+4.7pp | 81.5%+1.0pp | 68.3%+14.2pp |
| Annual return | 23.39% | 38.95%-15.6pp | 36.82%-13.4pp | 40.90%-17.5pp |
| Employer contribution / active EE | $5,152 | $2,698+91.0% | $3,665+40.6% | $2,631+95.8% |
| Participant deferral / active EE | $12,312 | $6,840+80.0% | $7,994+54.0% | $4,212+192.3% |
| Admin fee / account holder | $14,063 | $12,784+10.0% | $11,185+25.7% | $7,344+91.5% |