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 | $108,704 | $78,926+37.7% | $136,749-20.5% | $84,808+28.2% |
| Participation rate | 83.7% | 62.2%+21.5pp | 72.1%+11.6pp | 68.3%+15.4pp |
| Annual return | 18.13% | 18.17%0pp | 24.33%-6.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,014 | $2,134+41.2% | $3,400-11.3% | $2,631+14.6% |
| Participant deferral / active EE | $7,278 | $3,168+129.7% | $4,692+55.1% | $4,212+72.8% |
| Admin fee / account holder | $856 | $6,369-86.6% | $11,386-92.5% | $7,344-88.3% |