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 | $114,603 | $135,952-15.7% | $123,892-7.5% | $273,961-58.2% |
| Participation rate | 90.9% | 84.1%+6.8pp | 81.4%+9.5pp | 83.0%+7.9pp |
| Annual return | 18.02% | 56.63%-38.6pp | 47.52%-29.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | $2,046 | $5,170-60.4% | $4,617-55.7% | $4,869-58.0% |
| Participant deferral / active EE | $6,517 | $6,343+2.7% | $5,984+8.9% | $5,287+23.3% |
| Admin fee / account holder | $3,218 | $9,817-67.2% | $8,357-61.5% | $10,132-68.2% |