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 | $108,662 | $124,281-12.6% | $109,143-0.4% | $167,490-35.1% |
| Participation rate | 88.9% | 79.4%+9.4pp | 75.9%+13.0pp | 82.1%+6.8pp |
| Annual return | 13.19% | 26.04%-12.8pp | 25.75%-12.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $3,002 | $4,207-28.7% | $3,722-19.3% | $4,837-37.9% |
| Participant deferral / active EE | $4,327 | $5,255-17.7% | $4,653-7.0% | $6,341-31.8% |
| Admin fee / account holder | $4,899 | $7,970-38.5% | $6,752-27.4% | $12,309-60.2% |