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 6-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 | $103,140 | $95,803+7.7% | $113,168-8.9% | $84,808+21.6% |
| Participation rate | 88.1% | 72.9%+15.2pp | 76.6%+11.5pp | 68.3%+19.8pp |
| Annual return | 18.32% | 25.00%-6.7pp | 24.27%-5.9pp | 40.90%-22.6pp |
| Employer contribution / active EE | $5,417 | $2,360+129.6% | $2,975+82.1% | $2,631+105.9% |
| Participant deferral / active EE | $14,340 | $4,242+238.1% | $5,107+180.8% | $4,212+240.5% |
| Admin fee / account holder | $8,688 | $8,989-3.4% | $12,068-28.0% | $7,344+18.3% |