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 | $90,100 | $103,376-12.8% | $87,100+3.4% | $152,861-41.1% |
| Participation rate | 82.4% | 79.3%+3.0pp | 76.9%+5.5pp | 82.4%-0.1pp |
| Annual return | 24.79% | 28.10%-3.3pp | 28.19%-3.4pp | 345.32%-320.5pp |
| Employer contribution / active EE | $1,515 | $3,220-52.9% | $2,521-39.9% | $4,762-68.2% |
| Participant deferral / active EE | $4,261 | $4,778-10.8% | $4,049+5.2% | $5,850-27.2% |
| Admin fee / account holder | $6,401 | $12,205-47.6% | $7,497-14.6% | $11,596-44.8% |