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 | $101,820 | $162,781-37.4% | $133,956-24.0% | $158,922-35.9% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 11.89% | 41.94%-30.1pp | 45.09%-33.2pp | 302.83%-290.9pp |
| Employer contribution / active EE | $1,538 | $4,975-69.1% | $3,919-60.7% | $4,761-67.7% |
| Participant deferral / active EE | $3,123 | $5,911-47.2% | $5,048-38.1% | $5,982-47.8% |
| Admin fee / account holder | $1,284 | $11,736-89.1% | $8,927-85.6% | $11,246-88.6% |