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 | $104,329 | $162,781-35.9% | $133,956-22.1% | $158,922-34.4% |
| Participation rate | 89.5% | 83.2%+6.3pp | 79.8%+9.6pp | 82.0%+7.5pp |
| Annual return | 20.51% | 41.94%-21.4pp | 45.09%-24.6pp | 302.83%-282.3pp |
| Employer contribution / active EE | $6,610 | $4,975+32.9% | $3,919+68.7% | $4,761+38.8% |
| Participant deferral / active EE | $5,144 | $5,911-13.0% | $5,048+1.9% | $5,982-14.0% |
| Admin fee / account holder | $5,736 | $11,736-51.1% | $8,927-35.7% | $11,246-49.0% |