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 | $114,200 | $135,952-16.0% | $123,892-7.8% | $273,961-58.3% |
| Participation rate | 93.8% | 84.1%+9.7pp | 81.4%+12.3pp | 83.0%+10.7pp |
| Annual return | 5.87% | 56.63%-50.8pp | 47.52%-41.6pp | 41.45%-35.6pp |
| Employer contribution / active EE | $3,048 | $5,170-41.0% | $4,617-34.0% | $4,869-37.4% |
| Participant deferral / active EE | $5,217 | $6,343-17.7% | $5,984-12.8% | $5,287-1.3% |
| Admin fee / account holder | $32,734 | $9,817+233.4% | $8,357+291.7% | $10,132+223.1% |