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 | $104,420 | $153,311-31.9% | $109,313-4.5% | $273,961-61.9% |
| Participation rate | 80.0% | 80.1%-0.1pp | 71.3%+8.7pp | 83.0%-3.0pp |
| Annual return | 4.96% | 29.86%-24.9pp | 22.07%-17.1pp | 41.45%-36.5pp |
| Employer contribution / active EE | $1,154 | $5,619-79.5% | $3,892-70.3% | $4,869-76.3% |
| Participant deferral / active EE | $2,909 | $3,932-26.0% | $3,166-8.1% | $5,287-45.0% |
| Admin fee / account holder | $2,905 | $8,076-64.0% | $5,666-48.7% | $10,132-71.3% |