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 | $112,242 | $214,378-47.6% | $200,582-44.0% | $142,382-21.2% |
| Participation rate | 90.0% | 87.4%+2.6pp | 86.9%+3.1pp | 80.1%+9.9pp |
| Annual return | 12.78% | 46.41%-33.6pp | 42.33%-29.6pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,900 | $6,841-43.0% | $6,419-39.2% | $4,299-9.3% |
| Participant deferral / active EE | $4,842 | $9,865-50.9% | $9,331-48.1% | $6,507-25.6% |
| Admin fee / account holder | $433 | $17,692-97.6% | $16,305-97.3% | $12,624-96.6% |