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 5-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 | $101,388 | $106,584-4.9% | $101,326+0.1% | $142,382-28.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 81.5%-1.5pp | 80.1%-0.1pp |
| Annual return | 14.17% | 36.93%-22.8pp | 36.82%-22.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $3,466 | $3,956-12.4% | $3,665-5.5% | $4,299-19.4% |
| Participant deferral / active EE | $17,299 | $8,297+108.5% | $7,994+116.4% | $6,507+165.8% |
| Admin fee / account holder | $40,242 | $11,446+251.6% | $11,185+259.8% | $12,624+218.8% |