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 | $107,357 | $94,625+13.5% | $116,228-7.6% | $84,808+26.6% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 12.81% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,332 | $2,347-43.2% | $2,994-55.5% | $2,631-49.4% |
| Participant deferral / active EE | $4,379 | $3,972+10.2% | $4,953-11.6% | $4,212+4.0% |
| Admin fee / account holder | $8,219 | $10,091-18.6% | $11,989-31.4% | $7,344+11.9% |