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 | $109,967 | $136,307-19.3% | $106,619+3.1% | $273,961-59.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 7.57% | 11.05%-3.5pp | 9.42%-1.9pp | 41.45%-33.9pp |
| Employer contribution / active EE | $2,038 | $5,190-60.7% | $3,947-48.4% | $4,869-58.1% |
| Participant deferral / active EE | $2,399 | $4,969-51.7% | $3,930-39.0% | $5,287-54.6% |
| Admin fee / account holder | $2,152 | $8,625-75.0% | $6,418-66.5% | $10,132-78.8% |