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 | $103,547 | $67,606+53.2% | $82,313+25.8% | $70,131+47.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.97% | 21.57%-2.6pp | 25.88%-6.9pp | 73.14%-54.2pp |
| Employer contribution / active EE | $767 | $1,755-56.3% | $2,428-68.4% | $2,342-67.3% |
| Participant deferral / active EE | $4,280 | $2,987+43.3% | $3,706+15.5% | $3,332+28.5% |
| Admin fee / account holder | $658 | $4,512-85.4% | $5,608-88.3% | $4,645-85.8% |