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 | $104,556 | $109,413-4.4% | $156,263-33.1% | $84,808+23.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 16.01% | 20.18%-4.2pp | 59.47%-43.5pp | 40.90%-24.9pp |
| Employer contribution / active EE | $3,171 | $2,907+9.1% | $4,333-26.8% | $2,631+20.5% |
| Participant deferral / active EE | $4,946 | $4,590+7.8% | $6,158-19.7% | $4,212+17.4% |
| Admin fee / account holder | $627 | $9,357-93.3% | $14,255-95.6% | $7,344-91.5% |