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 4-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 | $105,727 | $109,881-3.8% | $150,045-29.5% | $84,808+24.7% |
| Participation rate | 88.3% | 76.1%+12.2pp | 82.3%+6.0pp | 68.3%+20.0pp |
| Annual return | 32.16% | 28.25%+3.9pp | 62.55%-30.4pp | 40.90%-8.7pp |
| Employer contribution / active EE | $3,948 | $3,561+10.9% | $4,693-15.9% | $2,631+50.1% |
| Participant deferral / active EE | $11,859 | $6,636+78.7% | $7,997+48.3% | $4,212+181.6% |
| Admin fee / account holder | $3,969 | $8,568-53.7% | $13,435-70.5% | $7,344-46.0% |