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 7-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 | $103,344 | $124,319-16.9% | $111,297-7.1% | $167,490-38.3% |
| Participation rate | 83.3% | 79.6%+3.7pp | 77.3%+6.0pp | 82.1%+1.2pp |
| Annual return | 33.62% | 37.44%-3.8pp | 54.65%-21.0pp | 478.56%-444.9pp |
| Employer contribution / active EE | $818 | $3,435-76.2% | $2,731-70.0% | $4,837-83.1% |
| Participant deferral / active EE | $1,812 | $5,180-65.0% | $4,487-59.6% | $6,341-71.4% |
| Admin fee / account holder | $1,313 | $10,618-87.6% | $7,964-83.5% | $12,309-89.3% |