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 10-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 | $104,469 | $95,803+9.0% | $113,168-7.7% | $84,808+23.2% |
| Participation rate | 73.3% | 72.9%+0.5pp | 76.6%-3.2pp | 68.3%+5.0pp |
| Annual return | 27.66% | 25.00%+2.7pp | 24.27%+3.4pp | 40.90%-13.2pp |
| Employer contribution / active EE | $3,861 | $2,360+63.6% | $2,975+29.8% | $2,631+46.7% |
| Participant deferral / active EE | $6,521 | $4,242+53.7% | $5,107+27.7% | $4,212+54.8% |
| Admin fee / account holder | $34,797 | $8,989+287.1% | $12,068+188.3% | $7,344+373.8% |