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 | $107,240 | $89,753+19.5% | $107,525-0.3% | $84,808+26.5% |
| Participation rate | 96.2% | 68.1%+28.1pp | 75.1%+21.1pp | 68.3%+27.8pp |
| Annual return | 18.08% | 29.48%-11.4pp | 181.32%-163.2pp | 40.90%-22.8pp |
| Employer contribution / active EE | $3,181 | $3,113+2.2% | $3,754-15.2% | $2,631+20.9% |
| Participant deferral / active EE | $8,104 | $4,056+99.8% | $5,116+58.4% | $4,212+92.4% |
| Admin fee / account holder | $1,700 | $7,222-76.5% | $8,919-80.9% | $7,344-76.9% |