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 | $143,619 | $181,894-21.0% | $156,549-8.3% | $273,961-47.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.80% | 30.74%-23.9pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $2,955 | $6,248-52.7% | $5,501-46.3% | $4,869-39.3% |
| Participant deferral / active EE | $4,860 | $5,550-12.4% | $4,871-0.2% | $5,287-8.1% |
| Admin fee / account holder | $7,093 | $15,559-54.4% | $13,027-45.6% | $10,132-30.0% |