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 8-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 | $101,266 | $181,894-44.3% | $156,549-35.3% | $273,961-63.0% |
| Participation rate | 90.0% | 88.4%+1.6pp | 84.0%+6.0pp | 83.0%+7.0pp |
| Annual return | 3.41% | 30.74%-27.3pp | 32.23%-28.8pp | 41.45%-38.0pp |
| Employer contribution / active EE | $5,119 | $6,248-18.1% | $5,501-7.0% | $4,869+5.1% |
| Participant deferral / active EE | $7,156 | $5,550+28.9% | $4,871+46.9% | $5,287+35.4% |
| Admin fee / account holder | $4,214 | $15,559-72.9% | $13,027-67.7% | $10,132-58.4% |