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 | $95,656 | $106,515-10.2% | $96,683-1.1% | $139,434-31.4% |
| Participation rate | 80.0% | 77.8%+2.2pp | 74.3%+5.7pp | 80.3%-0.3pp |
| Annual return | 47.84% | 38.43%+9.4pp | 35.69%+12.1pp | 372.94%-325.1pp |
| Employer contribution / active EE | $2,913 | $4,103-29.0% | $3,737-22.0% | $4,751-38.7% |
| Participant deferral / active EE | $3,274 | $5,454-40.0% | $4,878-32.9% | $6,710-51.2% |
| Admin fee / account holder | $1,097 | $7,877-86.1% | $6,730-83.7% | $11,403-90.4% |