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 | $117,757 | $124,281-5.2% | $109,143+7.9% | $167,490-29.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 10.47% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $1,059 | $4,207-74.8% | $3,722-71.6% | $4,837-78.1% |
| Participant deferral / active EE | $6,988 | $5,255+33.0% | $4,653+50.2% | $6,341+10.2% |
| Admin fee / account holder | $354 | $7,970-95.6% | $6,752-94.8% | $12,309-97.1% |