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 | $108,100 | $73,933+46.2% | $96,683+11.8% | $75,163+43.8% |
| Participation rate | 80.6% | 66.4%+14.2pp | 74.3%+6.3pp | 67.2%+13.5pp |
| Annual return | 16.49% | 26.70%-10.2pp | 35.69%-19.2pp | 160.62%-144.1pp |
| Employer contribution / active EE | $0 | $2,928-100.0% | $3,737-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $5,684 | $3,659+55.3% | $4,878+16.5% | $4,125+37.8% |
| Admin fee / account holder | $2,057 | $5,216-60.6% | $6,730-69.4% | $5,651-63.6% |