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 | $109,753 | $153,311-28.4% | $109,313+0.4% | $273,961-59.9% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 5.51% | 29.86%-24.3pp | 22.07%-16.6pp | 41.45%-35.9pp |
| Employer contribution / active EE | $10,388 | $5,619+84.9% | $3,892+166.9% | $4,869+113.4% |
| Participant deferral / active EE | $11,434 | $3,932+190.8% | $3,166+261.1% | $5,287+116.3% |
| Admin fee / account holder | $7,949 | $8,076-1.6% | $5,666+40.3% | $10,132-21.5% |