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 | $105,895 | $109,413-3.2% | $156,263-32.2% | $84,808+24.9% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 17.91% | 20.18%-2.3pp | 59.47%-41.6pp | 40.90%-23.0pp |
| Employer contribution / active EE | $1,712 | $2,907-41.1% | $4,333-60.5% | $2,631-34.9% |
| Participant deferral / active EE | $3,985 | $4,590-13.2% | $6,158-35.3% | $4,212-5.4% |
| Admin fee / account holder | $1,171 | $9,357-87.5% | $14,255-91.8% | $7,344-84.1% |