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 | $99,979 | $106,584-6.2% | $101,326-1.3% | $142,382-29.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 81.5%-6.5pp | 80.1%-5.1pp |
| Annual return | 15.00% | 36.93%-21.9pp | 36.82%-21.8pp | 217.08%-202.1pp |
| Employer contribution / active EE | $612 | $3,956-84.5% | $3,665-83.3% | $4,299-85.8% |
| Participant deferral / active EE | $12,234 | $8,297+47.5% | $7,994+53.0% | $6,507+88.0% |
| Admin fee / account holder | $1,208 | $11,446-89.4% | $11,185-89.2% | $12,624-90.4% |