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 | $103,441 | $109,413-5.5% | $156,263-33.8% | $84,808+22.0% |
| Participation rate | 98.8% | 72.7%+26.1pp | 78.9%+19.9pp | 68.3%+30.5pp |
| Annual return | 20.16% | 20.18%0pp | 59.47%-39.3pp | 40.90%-20.7pp |
| Employer contribution / active EE | $5,199 | $2,907+78.9% | $4,333+20.0% | $2,631+97.6% |
| Participant deferral / active EE | $10,336 | $4,590+125.2% | $6,158+67.8% | $4,212+145.4% |
| Admin fee / account holder | $2,571 | $9,357-72.5% | $14,255-82.0% | $7,344-65.0% |