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 | $102,820 | $89,753+14.6% | $107,525-4.4% | $84,808+21.2% |
| Participation rate | 84.0% | 68.1%+15.9pp | 75.1%+8.9pp | 68.3%+15.7pp |
| Annual return | 14.93% | 29.48%-14.5pp | 181.32%-166.4pp | 40.90%-26.0pp |
| Employer contribution / active EE | $2,079 | $3,113-33.2% | $3,754-44.6% | $2,631-21.0% |
| Participant deferral / active EE | $4,000 | $4,056-1.4% | $5,116-21.8% | $4,212-5.0% |
| Admin fee / account holder | $8,145 | $7,222+12.8% | $8,919-8.7% | $7,344+10.9% |