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 | $104,189 | $109,881-5.2% | $150,045-30.6% | $84,808+22.9% |
| Participation rate | 85.2% | 76.1%+9.1pp | 82.3%+2.9pp | 68.3%+16.9pp |
| Annual return | 18.86% | 28.25%-9.4pp | 62.55%-43.7pp | 40.90%-22.0pp |
| Employer contribution / active EE | $3,963 | $3,561+11.3% | $4,693-15.6% | $2,631+50.6% |
| Participant deferral / active EE | $10,944 | $6,636+64.9% | $7,997+36.9% | $4,212+159.9% |
| Admin fee / account holder | $1,318 | $8,568-84.6% | $13,435-90.2% | $7,344-82.1% |