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 | $117,496 | $138,347-15.1% | $184,203-36.2% | $80,856+45.3% |
| Participation rate | 89.7% | 83.9%+5.9pp | 86.8%+2.9pp | 67.6%+22.1pp |
| Annual return | 15.46% | 20.02%-4.6pp | 28.81%-13.4pp | 35.59%-20.1pp |
| Employer contribution / active EE | $5,595 | $4,850+15.4% | $6,427-12.9% | $2,755+103.1% |
| Participant deferral / active EE | $12,103 | $7,071+71.2% | $9,131+32.5% | $4,296+181.7% |
| Admin fee / account holder | $372 | $10,483-96.4% | $13,901-97.3% | $6,918-94.6% |