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 8-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 | $106,501 | $109,413-2.7% | $156,263-31.8% | $84,808+25.6% |
| Participation rate | 76.6% | 72.7%+3.9pp | 78.9%-2.3pp | 68.3%+8.3pp |
| Annual return | 17.50% | 20.18%-2.7pp | 59.47%-42.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $2,866 | $2,907-1.4% | $4,333-33.8% | $2,631+8.9% |
| Participant deferral / active EE | $6,059 | $4,590+32.0% | $6,158-1.6% | $4,212+43.9% |
| Admin fee / account holder | $2,789 | $9,357-70.2% | $14,255-80.4% | $7,344-62.0% |