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 | $122,686 | $153,772-20.2% | $133,980-8.4% | $273,961-55.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 4.45% | 36.51%-32.1pp | 29.30%-24.8pp | 41.45%-37.0pp |
| Employer contribution / active EE | $6,956 | $6,029+15.4% | $5,211+33.5% | $4,869+42.9% |
| Participant deferral / active EE | $8,399 | $6,958+20.7% | $6,282+33.7% | $5,287+58.9% |
| Admin fee / account holder | $10,159 | $11,765-13.7% | $9,324+8.9% | $10,132+0.3% |