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 | $96,598 | $78,422+23.2% | $95,952+0.7% | $79,858+21.0% |
| Participation rate | 75.7% | 73.5%+2.2pp | 77.1%-1.4pp | 69.6%+6.1pp |
| Annual return | 18.46% | 19.37%-0.9pp | 91.61%-73.1pp | 31.71%-13.3pp |
| Employer contribution / active EE | $2,180 | $1,945+12.1% | $2,541-14.2% | $2,471-11.8% |
| Participant deferral / active EE | $4,485 | $3,440+30.4% | $4,167+7.6% | $3,740+19.9% |
| Admin fee / account holder | $6,418 | $5,622+14.1% | $6,795-5.6% | $5,306+20.9% |