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 | $98,537 | $117,841-16.4% | $102,423-3.8% | $145,922-32.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 10.14% | 31.65%-21.5pp | 29.32%-19.2pp | 561.29%-551.1pp |
| Employer contribution / active EE | $928 | $3,615-74.3% | $3,023-69.3% | $4,660-80.1% |
| Participant deferral / active EE | $4,909 | $5,731-14.3% | $5,053-2.8% | $6,688-26.6% |
| Admin fee / account holder | $6,149 | $13,326-53.9% | $9,451-34.9% | $13,397-54.1% |