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 | $127,776 | $93,571+36.6% | $135,903-6.0% | $75,163+70.0% |
| Participation rate | 88.9% | 75.2%+13.7pp | 81.9%+7.0pp | 67.2%+21.7pp |
| Annual return | 16.37% | 30.90%-14.5pp | 68.23%-51.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $4,620 | $3,537+30.6% | $4,856-4.9% | $2,670+73.1% |
| Participant deferral / active EE | $11,361 | $6,404+77.4% | $7,758+46.4% | $4,125+175.4% |
| Admin fee / account holder | $935 | $6,975-86.6% | $10,762-91.3% | $5,651-83.5% |