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 | $102,813 | $111,754-8.0% | $103,333-0.5% | $145,922-29.5% |
| Participation rate | 95.0% | 77.9%+17.1pp | 74.5%+20.5pp | 80.3%+14.7pp |
| Annual return | 21.52% | 24.77%-3.2pp | 24.88%-3.4pp | 561.29%-539.8pp |
| Employer contribution / active EE | $3,570 | $4,212-15.2% | $3,868-7.7% | $4,660-23.4% |
| Participant deferral / active EE | $6,642 | $5,619+18.2% | $5,057+31.3% | $6,688-0.7% |
| Admin fee / account holder | $821 | $9,750-91.6% | $8,355-90.2% | $13,397-93.9% |