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 | $105,872 | $83,477+26.8% | $125,175-15.4% | $72,985+45.1% |
| Participation rate | 84.8% | 73.3%+11.5pp | 79.8%+5.1pp | 69.5%+15.4pp |
| Annual return | 21.03% | 25.78%-4.7pp | 43.79%-22.8pp | 81.00%-60.0pp |
| Employer contribution / active EE | $2,256 | $2,345-3.8% | $3,865-41.6% | $2,440-7.5% |
| Participant deferral / active EE | $8,715 | $3,585+143.1% | $4,937+76.5% | $3,607+141.6% |
| Admin fee / account holder | $1,376 | $5,517-75.1% | $9,702-85.8% | $5,124-73.2% |