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 | $113,854 | $117,841-3.4% | $102,423+11.2% | $145,922-22.0% |
| Participation rate | 86.4% | 78.6%+7.8pp | 76.5%+9.9pp | 80.3%+6.1pp |
| Annual return | 22.44% | 31.65%-9.2pp | 29.32%-6.9pp | 561.29%-538.8pp |
| Employer contribution / active EE | $2,609 | $3,615-27.8% | $3,023-13.7% | $4,660-44.0% |
| Participant deferral / active EE | $3,987 | $5,731-30.4% | $5,053-21.1% | $6,688-40.4% |
| Admin fee / account holder | $2,096 | $13,326-84.3% | $9,451-77.8% | $13,397-84.4% |