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 4-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 | $110,790 | $93,571+18.4% | $135,903-18.5% | $75,163+47.4% |
| Participation rate | 97.1% | 75.2%+21.9pp | 81.9%+15.2pp | 67.2%+29.9pp |
| Annual return | 19.76% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,745 | $3,537-22.4% | $4,856-43.5% | $2,670+2.8% |
| Participant deferral / active EE | $7,873 | $6,404+22.9% | $7,758+1.5% | $4,125+90.9% |
| Admin fee / account holder | $7,584 | $6,975+8.7% | $10,762-29.5% | $5,651+34.2% |