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 8-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 | $117,597 | $214,378-45.1% | $200,582-41.4% | $142,382-17.4% |
| Participation rate | 90.9% | 87.4%+3.5pp | 86.9%+4.0pp | 80.1%+10.8pp |
| Annual return | 22.82% | 46.41%-23.6pp | 42.33%-19.5pp | 217.08%-194.3pp |
| Employer contribution / active EE | $5,439 | $6,841-20.5% | $6,419-15.3% | $4,299+26.5% |
| Participant deferral / active EE | $11,005 | $9,865+11.6% | $9,331+17.9% | $6,507+69.1% |
| Admin fee / account holder | $6,907 | $17,692-61.0% | $16,305-57.6% | $12,624-45.3% |