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 | $104,956 | $179,726-41.6% | $156,263-32.8% | $142,382-26.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 32.28% | 77.86%-45.6pp | 59.47%-27.2pp | 217.08%-184.8pp |
| Employer contribution / active EE | $3,519 | $5,069-30.6% | $4,333-18.8% | $4,299-18.1% |
| Participant deferral / active EE | $7,828 | $6,956+12.5% | $6,158+27.1% | $6,507+20.3% |
| Admin fee / account holder | $3,591 | $17,272-79.2% | $14,255-74.8% | $12,624-71.6% |