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 9-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 | $128,581 | $138,347-7.1% | $184,203-30.2% | $80,856+59.0% |
| Participation rate | 90.0% | 83.9%+6.1pp | 86.8%+3.2pp | 67.6%+22.4pp |
| Annual return | 15.03% | 20.02%-5.0pp | 28.81%-13.8pp | 35.59%-20.6pp |
| Employer contribution / active EE | $4,759 | $4,850-1.9% | $6,427-25.9% | $2,755+72.8% |
| Participant deferral / active EE | $20,253 | $7,071+186.4% | $9,131+121.8% | $4,296+371.5% |
| Admin fee / account holder | $6,786 | $10,483-35.3% | $13,901-51.2% | $6,918-1.9% |