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 | $106,200 | $181,894-41.6% | $156,549-32.2% | $273,961-61.2% |
| Participation rate | 93.8% | 88.4%+5.4pp | 84.0%+9.7pp | 83.0%+10.7pp |
| Annual return | 6.79% | 30.74%-24.0pp | 32.23%-25.4pp | 41.45%-34.7pp |
| Employer contribution / active EE | $3,293 | $6,248-47.3% | $5,501-40.1% | $4,869-32.4% |
| Participant deferral / active EE | $2,882 | $5,550-48.1% | $4,871-40.8% | $5,287-45.5% |
| Admin fee / account holder | $9,746 | $15,559-37.4% | $13,027-25.2% | $10,132-3.8% |