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 | $110,920 | $72,177+53.7% | $115,037-3.6% | $59,632+86.0% |
| Participation rate | 89.6% | 72.6%+17.0pp | 81.4%+8.2pp | 68.7%+20.9pp |
| Annual return | 5.98% | 12.02%-6.0pp | 26.14%-20.2pp | 2041.28%-2035.3pp |
| Employer contribution / active EE | $3,237 | $2,841+13.9% | $4,608-29.8% | $2,203+47.0% |
| Participant deferral / active EE | $7,616 | $4,783+59.2% | $6,026+26.4% | $3,192+138.6% |
| Admin fee / account holder | $1,014 | $4,927-79.4% | $8,175-87.6% | $4,297-76.4% |