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 9-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 | $113,938 | $201,272-43.4% | $184,203-38.1% | $145,922-21.9% |
| Participation rate | 87.5% | 87.5%0pp | 86.8%+0.7pp | 80.3%+7.2pp |
| Annual return | 21.15% | 29.00%-7.9pp | 28.81%-7.7pp | 561.29%-540.1pp |
| Employer contribution / active EE | $3,983 | $7,022-43.3% | $6,427-38.0% | $4,660-14.5% |
| Participant deferral / active EE | $14,184 | $9,806+44.7% | $9,131+55.3% | $6,688+112.1% |
| Admin fee / account holder | $2,426 | $16,364-85.2% | $13,901-82.5% | $13,397-81.9% |