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 | $104,332 | $101,724+2.6% | $164,813-36.7% | $80,856+29.0% |
| Participation rate | 75.7% | 71.8%+3.8pp | 78.6%-2.9pp | 67.6%+8.0pp |
| Annual return | 19.01% | 16.72%+2.3pp | 69.93%-50.9pp | 35.59%-16.6pp |
| Employer contribution / active EE | $3,272 | $2,953+10.8% | $4,341-24.6% | $2,755+18.8% |
| Participant deferral / active EE | $9,521 | $4,477+112.6% | $6,031+57.8% | $4,296+121.6% |
| Admin fee / account holder | $649 | $8,227-92.1% | $12,690-94.9% | $6,918-90.6% |