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 | $105,301 | $110,257-4.5% | $96,544+9.1% | $139,434-24.5% |
| Participation rate | 85.0% | 78.1%+6.9pp | 76.0%+9.0pp | 80.3%+4.7pp |
| Annual return | 11.21% | 26.32%-15.1pp | 25.84%-14.6pp | 372.94%-361.7pp |
| Employer contribution / active EE | $3,380 | $3,620-6.6% | $2,965+14.0% | $4,751-28.9% |
| Participant deferral / active EE | $6,084 | $5,548+9.7% | $4,851+25.4% | $6,710-9.3% |
| Admin fee / account holder | $4,586 | $11,591-60.4% | $8,252-44.4% | $11,403-59.8% |