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 | $109,220 | $181,894-40.0% | $156,549-30.2% | $273,961-60.1% |
| Participation rate | 75.0% | 88.4%-13.4pp | 84.0%-9.0pp | 83.0%-8.0pp |
| Annual return | 5.22% | 30.74%-25.5pp | 32.23%-27.0pp | 41.45%-36.2pp |
| Employer contribution / active EE | $5,432 | $6,248-13.1% | $5,501-1.3% | $4,869+11.6% |
| Participant deferral / active EE | $4,500 | $5,550-18.9% | $4,871-7.6% | $5,287-14.9% |
| Admin fee / account holder | $770 | $15,559-95.0% | $13,027-94.1% | $10,132-92.4% |