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 | $105,253 | $112,881-6.8% | $90,951+15.7% | $158,922-33.8% |
| Participation rate | 80.0% | 74.7%+5.3pp | 69.0%+11.0pp | 82.0%-2.0pp |
| Annual return | 14.80% | 215.79%-201.0pp | 134.60%-119.8pp | 302.83%-288.0pp |
| Employer contribution / active EE | $1,894 | $2,893-34.5% | $2,122-10.8% | $4,761-60.2% |
| Participant deferral / active EE | $3,874 | $4,128-6.1% | $3,373+14.9% | $5,982-35.2% |
| Admin fee / account holder | $11,730 | $8,041+45.9% | $5,959+96.9% | $11,246+4.3% |