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 | $111,094 | $58,851+88.8% | $115,157-3.5% | $72,985+52.2% |
| Participation rate | 80.0% | 65.5%+14.5pp | 75.9%+4.1pp | 69.5%+10.5pp |
| Annual return | 20.32% | 23.16%-2.8pp | 35.60%-15.3pp | 81.00%-60.7pp |
| Employer contribution / active EE | $1,092 | $1,798-39.2% | $3,179-65.6% | $2,440-55.2% |
| Participant deferral / active EE | $4,970 | $2,643+88.1% | $4,168+19.2% | $3,607+37.8% |
| Admin fee / account holder | $8,492 | $6,370+33.3% | $7,088+19.8% | $5,124+65.7% |