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 | $97,372 | $117,983-17.5% | $101,794-4.3% | $142,382-31.6% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 18.78% | 36.92%-18.1pp | 30.53%-11.7pp | 217.08%-198.3pp |
| Employer contribution / active EE | $2,287 | $2,773-17.5% | $2,289-0.1% | $4,299-46.8% |
| Participant deferral / active EE | $6,054 | $4,714+28.4% | $4,084+48.2% | $6,507-7.0% |
| Admin fee / account holder | $2,147 | $10,433-79.4% | $8,777-75.5% | $12,624-83.0% |