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 | $98,819 | $228,332-56.7% | $185,823-46.8% | $158,922-37.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 14.45% | 40.80%-26.4pp | 35.95%-21.5pp | 302.83%-288.4pp |
| Employer contribution / active EE | $2,561 | $4,967-48.4% | $4,087-37.4% | $4,761-46.2% |
| Participant deferral / active EE | $3,668 | $6,415-42.8% | $5,632-34.9% | $5,982-38.7% |
| Admin fee / account holder | $1,049 | $11,864-91.2% | $9,500-89.0% | $11,246-90.7% |