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 | $85,946 | $153,772-44.1% | $133,980-35.9% | $273,961-68.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.21% | 36.51%-29.3pp | 29.30%-22.1pp | 41.45%-34.2pp |
| Employer contribution / active EE | $2,233 | $6,029-63.0% | $5,211-57.2% | $4,869-54.1% |
| Participant deferral / active EE | $7,236 | $6,958+4.0% | $6,282+15.2% | $5,287+36.9% |
| Admin fee / account holder | $1,302 | $11,765-88.9% | $9,324-86.0% | $10,132-87.2% |