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 | $111,900 | $103,376+8.2% | $87,100+28.5% | $152,861-26.8% |
| Participation rate | 90.0% | 79.3%+10.7pp | 76.9%+13.1pp | 82.4%+7.6pp |
| Annual return | 21.50% | 28.10%-6.6pp | 28.19%-6.7pp | 345.32%-323.8pp |
| Employer contribution / active EE | $921 | $3,220-71.4% | $2,521-63.5% | $4,762-80.7% |
| Participant deferral / active EE | $2,179 | $4,778-54.4% | $4,049-46.2% | $5,850-62.7% |
| Admin fee / account holder | $2,118 | $12,205-82.6% | $7,497-71.7% | $11,596-81.7% |