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 | $105,627 | $106,584-0.9% | $101,326+4.2% | $142,382-25.8% |
| Participation rate | 81.8% | 82.7%-0.9pp | 81.5%+0.3pp | 80.1%+1.7pp |
| Annual return | 15.14% | 36.93%-21.8pp | 36.82%-21.7pp | 217.08%-201.9pp |
| Employer contribution / active EE | $1,295 | $3,956-67.3% | $3,665-64.7% | $4,299-69.9% |
| Participant deferral / active EE | $3,107 | $8,297-62.6% | $7,994-61.1% | $6,507-52.3% |
| Admin fee / account holder | $826 | $11,446-92.8% | $11,185-92.6% | $12,624-93.5% |