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 | $111,681 | $179,726-37.9% | $156,263-28.5% | $142,382-21.6% |
| Participation rate | 81.0% | 82.1%-1.1pp | 78.9%+2.0pp | 80.1%+0.8pp |
| Annual return | 10.75% | 77.86%-67.1pp | 59.47%-48.7pp | 217.08%-206.3pp |
| Employer contribution / active EE | $2,203 | $5,069-56.5% | $4,333-49.1% | $4,299-48.7% |
| Participant deferral / active EE | $4,786 | $6,956-31.2% | $6,158-22.3% | $6,507-26.5% |
| Admin fee / account holder | $4,077 | $17,272-76.4% | $14,255-71.4% | $12,624-67.7% |