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 | $105,112 | $111,754-5.9% | $103,333+1.7% | $145,922-28.0% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.5%+9.7pp | 80.3%+3.9pp |
| Annual return | 10.06% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,291 | $4,212-21.9% | $3,868-14.9% | $4,660-29.4% |
| Participant deferral / active EE | $7,512 | $5,619+33.7% | $5,057+48.5% | $6,688+12.3% |
| Admin fee / account holder | $491 | $9,750-95.0% | $8,355-94.1% | $13,397-96.3% |