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 10-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 | $109,358 | $106,584+2.6% | $101,326+7.9% | $142,382-23.2% |
| Participation rate | 86.7% | 82.7%+4.0pp | 81.5%+5.2pp | 80.1%+6.5pp |
| Annual return | 15.55% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.5pp |
| Employer contribution / active EE | $6,713 | $3,956+69.7% | $3,665+83.1% | $4,299+56.1% |
| Participant deferral / active EE | $14,810 | $8,297+78.5% | $7,994+85.3% | $6,507+127.6% |
| Admin fee / account holder | $24,675 | $11,446+115.6% | $11,185+120.6% | $12,624+95.5% |