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 | $82,403 | $110,257-25.3% | $96,544-14.6% | $139,434-40.9% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 13.06% | 26.32%-13.3pp | 25.84%-12.8pp | 372.94%-359.9pp |
| Employer contribution / active EE | $3,137 | $3,620-13.3% | $2,965+5.8% | $4,751-34.0% |
| Participant deferral / active EE | $8,215 | $5,548+48.1% | $4,851+69.4% | $6,710+22.4% |
| Admin fee / account holder | $3,536 | $11,591-69.5% | $8,252-57.2% | $11,403-69.0% |