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 | $107,878 | $110,261-2.2% | $95,745+12.7% | $139,434-22.6% |
| Participation rate | 76.9% | 75.8%+1.2pp | 72.3%+4.7pp | 80.3%-3.4pp |
| Annual return | 16.14% | 27.11%-11.0pp | 28.35%-12.2pp | 372.94%-356.8pp |
| Employer contribution / active EE | $2,528 | $3,257-22.4% | $2,835-10.8% | $4,751-46.8% |
| Participant deferral / active EE | $5,430 | $4,676+16.1% | $4,245+27.9% | $6,710-19.1% |
| Admin fee / account holder | $794 | $6,613-88.0% | $5,678-86.0% | $11,403-93.0% |