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 | $106,358 | $95,266+11.6% | $82,389+29.1% | $142,382-25.3% |
| Participation rate | 92.9% | 74.5%+18.4pp | 69.5%+23.3pp | 80.1%+12.7pp |
| Annual return | 18.65% | 25.74%-7.1pp | 28.67%-10.0pp | 217.08%-198.4pp |
| Employer contribution / active EE | $11,572 | $2,991+286.9% | $2,517+359.7% | $4,299+169.2% |
| Participant deferral / active EE | $11,157 | $4,809+132.0% | $4,155+168.5% | $6,507+71.5% |
| Admin fee / account holder | $1,791 | $8,563-79.1% | $7,231-75.2% | $12,624-85.8% |