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 | $111,217 | $113,339-1.9% | $94,993+17.1% | $147,584-24.6% |
| Participation rate | 85.7% | 78.0%+7.7pp | 73.9%+11.8pp | 82.8%+2.9pp |
| Annual return | 18.86% | 20.77%-1.9pp | 27.12%-8.3pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,274 | $3,160-59.7% | $2,603-51.1% | $4,876-73.9% |
| Participant deferral / active EE | $3,721 | $3,777-1.5% | $3,317+12.2% | $5,439-31.6% |
| Admin fee / account holder | $463 | $6,063-92.4% | $4,960-90.7% | $10,885-95.8% |