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 | $117,639 | $64,839+81.4% | $95,585+23.1% | $84,808+38.7% |
| Participation rate | 87.5% | 63.8%+23.7pp | 72.1%+15.4pp | 68.3%+19.2pp |
| Annual return | 16.01% | -670.96%+687.0pp | 38.56%-22.6pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,864 | $1,759+6.0% | $2,527-26.2% | $2,631-29.2% |
| Participant deferral / active EE | $5,992 | $2,965+102.1% | $4,023+49.0% | $4,212+42.3% |
| Admin fee / account holder | $5,215 | $5,964-12.6% | $6,127-14.9% | $7,344-29.0% |