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 | $110,476 | $109,881+0.5% | $150,045-26.4% | $84,808+30.3% |
| Participation rate | 97.1% | 76.1%+21.0pp | 82.3%+14.8pp | 68.3%+28.8pp |
| Annual return | 19.23% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.7pp |
| Employer contribution / active EE | $1,963 | $3,561-44.9% | $4,693-58.2% | $2,631-25.4% |
| Participant deferral / active EE | $12,308 | $6,636+85.5% | $7,997+53.9% | $4,212+192.2% |
| Admin fee / account holder | $7,147 | $8,568-16.6% | $13,435-46.8% | $7,344-2.7% |