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 | $99,589 | $117,983-15.6% | $101,794-2.2% | $142,382-30.1% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 21.84% | 36.92%-15.1pp | 30.53%-8.7pp | 217.08%-195.2pp |
| Employer contribution / active EE | $3,435 | $2,773+23.9% | $2,289+50.1% | $4,299-20.1% |
| Participant deferral / active EE | $4,588 | $4,714-2.7% | $4,084+12.3% | $6,507-29.5% |
| Admin fee / account holder | $591 | $10,433-94.3% | $8,777-93.3% | $12,624-95.3% |