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 | $103,965 | $127,065-18.2% | $113,168-8.1% | $142,382-27.0% |
| Participation rate | 90.5% | 79.2%+11.3pp | 76.6%+13.9pp | 80.1%+10.4pp |
| Annual return | 10.24% | 24.03%-13.8pp | 24.27%-14.0pp | 217.08%-206.8pp |
| Employer contribution / active EE | $3,012 | $3,442-12.5% | $2,975+1.2% | $4,299-29.9% |
| Participant deferral / active EE | $9,378 | $5,716+64.1% | $5,107+83.6% | $6,507+44.1% |
| Admin fee / account holder | $52,070 | $15,736+230.9% | $12,068+331.5% | $12,624+312.5% |