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 | $111,316 | $117,841-5.5% | $102,423+8.7% | $145,922-23.7% |
| Participation rate | 90.0% | 78.6%+11.4pp | 76.5%+13.5pp | 80.3%+9.7pp |
| Annual return | 17.25% | 31.65%-14.4pp | 29.32%-12.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $3,839 | $3,615+6.2% | $3,023+27.0% | $4,660-17.6% |
| Participant deferral / active EE | $10,037 | $5,731+75.1% | $5,053+98.6% | $6,688+50.1% |
| Admin fee / account holder | $723 | $13,326-94.6% | $9,451-92.4% | $13,397-94.6% |