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 | $114,687 | $140,940-18.6% | $112,229+2.2% | $139,434-17.7% |
| Participation rate | 80.0% | 79.2%+0.8pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 15.16% | 32.71%-17.5pp | 30.20%-15.0pp | 372.94%-357.8pp |
| Employer contribution / active EE | $17,728 | $4,283+313.9% | $3,430+416.8% | $4,751+273.2% |
| Participant deferral / active EE | $9,214 | $5,874+56.9% | $4,798+92.0% | $6,710+37.3% |
| Admin fee / account holder | $430 | $9,954-95.7% | $7,748-94.4% | $11,403-96.2% |