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 | $106,225 | $133,922-20.7% | $116,228-8.6% | $142,382-25.4% |
| Participation rate | 81.3% | 77.9%+3.4pp | 74.6%+6.7pp | 80.1%+1.1pp |
| Annual return | 13.65% | 147.76%-134.1pp | 90.06%-76.4pp | 217.08%-203.4pp |
| Employer contribution / active EE | $1,284 | $3,446-62.7% | $2,994-57.1% | $4,299-70.1% |
| Participant deferral / active EE | $2,156 | $5,672-62.0% | $4,953-56.5% | $6,507-66.9% |
| Admin fee / account holder | $1,978 | $14,945-86.8% | $11,989-83.5% | $12,624-84.3% |