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 | $111,256 | $117,983-5.7% | $101,794+9.3% | $142,382-21.9% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 12.16% | 36.92%-24.8pp | 30.53%-18.4pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,055 | $2,773-25.9% | $2,289-10.2% | $4,299-52.2% |
| Participant deferral / active EE | $4,062 | $4,714-13.8% | $4,084-0.5% | $6,507-37.6% |
| Admin fee / account holder | $791 | $10,433-92.4% | $8,777-91.0% | $12,624-93.7% |