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 | $99,049 | $72,277+37.0% | $101,248-2.2% | $79,858+24.0% |
| Participation rate | 80.6% | 68.5%+12.1pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 14.71% | 22.30%-7.6pp | 46.47%-31.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,330 | $2,692-13.4% | $3,660-36.3% | $2,471-5.7% |
| Participant deferral / active EE | $5,384 | $3,282+64.1% | $4,370+23.2% | $3,740+43.9% |
| Admin fee / account holder | $3,907 | $4,400-11.2% | $5,945-34.3% | $5,306-26.4% |