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 6-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 | $104,742 | $109,881-4.7% | $150,045-30.2% | $84,808+23.5% |
| Participation rate | 75.7% | 76.1%-0.4pp | 82.3%-6.6pp | 68.3%+7.4pp |
| Annual return | 16.58% | 28.25%-11.7pp | 62.55%-46.0pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,980 | $3,561-44.4% | $4,693-57.8% | $2,631-24.8% |
| Participant deferral / active EE | $6,680 | $6,636+0.7% | $7,997-16.5% | $4,212+58.6% |
| Admin fee / account holder | $1,010 | $8,568-88.2% | $13,435-92.5% | $7,344-86.3% |