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 | $111,420 | $124,319-10.4% | $111,297+0.1% | $167,490-33.5% |
| Participation rate | 94.1% | 79.6%+14.5pp | 77.3%+16.8pp | 82.1%+12.0pp |
| Annual return | 10.85% | 37.44%-26.6pp | 54.65%-43.8pp | 478.56%-467.7pp |
| Employer contribution / active EE | $3,438 | $3,435+0.1% | $2,731+25.9% | $4,837-28.9% |
| Participant deferral / active EE | $5,992 | $5,180+15.7% | $4,487+33.5% | $6,341-5.5% |
| Admin fee / account holder | $1,343 | $10,618-87.4% | $7,964-83.1% | $12,309-89.1% |