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 | $102,868 | $118,450-13.2% | $98,439+4.5% | $139,434-26.2% |
| Participation rate | 90.0% | 77.4%+12.6pp | 75.2%+14.8pp | 80.3%+9.7pp |
| Annual return | 14.42% | 18.94%-4.5pp | 21.16%-6.7pp | 372.94%-358.5pp |
| Employer contribution / active EE | $981 | $3,609-72.8% | $3,048-67.8% | $4,751-79.3% |
| Participant deferral / active EE | $2,169 | $5,392-59.8% | $4,738-54.2% | $6,710-67.7% |
| Admin fee / account holder | $680 | $14,026-95.2% | $8,948-92.4% | $11,403-94.0% |