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 | $104,364 | $227,553-54.1% | $189,557-44.9% | $167,490-37.7% |
| Participation rate | 71.4% | 82.5%-11.1pp | 78.4%-7.0pp | 82.1%-10.7pp |
| Annual return | 11.21% | 78.40%-67.2pp | 64.17%-53.0pp | 478.56%-467.3pp |
| Employer contribution / active EE | $6,443 | $5,316+21.2% | $4,412+46.0% | $4,837+33.2% |
| Participant deferral / active EE | $12,871 | $7,002+83.8% | $6,174+108.5% | $6,341+103.0% |
| Admin fee / account holder | $348 | $11,878-97.1% | $9,807-96.4% | $12,309-97.2% |