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 | $103,857 | $117,983-12.0% | $101,794+2.0% | $142,382-27.1% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.57% | 36.92%-21.3pp | 30.53%-15.0pp | 217.08%-201.5pp |
| Employer contribution / active EE | $8,526 | $2,773+207.5% | $2,289+272.5% | $4,299+98.3% |
| Participant deferral / active EE | $4,414 | $4,714-6.4% | $4,084+8.1% | $6,507-32.2% |
| Admin fee / account holder | $906 | $10,433-91.3% | $8,777-89.7% | $12,624-92.8% |