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 | $103,922 | $127,065-18.2% | $113,168-8.2% | $142,382-27.0% |
| Participation rate | 75.0% | 79.2%-4.2pp | 76.6%-1.6pp | 80.1%-5.1pp |
| Annual return | 14.61% | 24.03%-9.4pp | 24.27%-9.7pp | 217.08%-202.5pp |
| Employer contribution / active EE | $1,808 | $3,442-47.5% | $2,975-39.2% | $4,299-58.0% |
| Participant deferral / active EE | $8,923 | $5,716+56.1% | $5,107+74.7% | $6,507+37.1% |
| Admin fee / account holder | $1,777 | $15,736-88.7% | $12,068-85.3% | $12,624-85.9% |