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 5-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 | $104,090 | $109,881-5.3% | $150,045-30.6% | $84,808+22.7% |
| Participation rate | 87.1% | 76.1%+11.0pp | 82.3%+4.8pp | 68.3%+18.8pp |
| Annual return | 21.82% | 28.25%-6.4pp | 62.55%-40.7pp | 40.90%-19.1pp |
| Employer contribution / active EE | $4,445 | $3,561+24.8% | $4,693-5.3% | $2,631+68.9% |
| Participant deferral / active EE | $10,220 | $6,636+54.0% | $7,997+27.8% | $4,212+142.7% |
| Admin fee / account holder | $1,182 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |