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 | $99,927 | $124,281-19.6% | $109,143-8.4% | $167,490-40.3% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.9%+9.8pp | 82.1%+3.6pp |
| Annual return | 11.88% | 26.04%-14.2pp | 25.75%-13.9pp | 478.56%-466.7pp |
| Employer contribution / active EE | $4,828 | $4,207+14.7% | $3,722+29.7% | $4,837-0.2% |
| Participant deferral / active EE | $8,447 | $5,255+60.7% | $4,653+81.5% | $6,341+33.2% |
| Admin fee / account holder | $12,381 | $7,970+55.4% | $6,752+83.4% | $12,309+0.6% |