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 | $102,920 | $117,841-12.7% | $102,423+0.5% | $145,922-29.5% |
| Participation rate | 76.9% | 78.6%-1.7pp | 76.5%+0.4pp | 80.3%-3.4pp |
| Annual return | 16.22% | 31.65%-15.4pp | 29.32%-13.1pp | 561.29%-545.1pp |
| Employer contribution / active EE | $2,158 | $3,615-40.3% | $3,023-28.6% | $4,660-53.7% |
| Participant deferral / active EE | $6,467 | $5,731+12.8% | $5,053+28.0% | $6,688-3.3% |
| Admin fee / account holder | $1,049 | $13,326-92.1% | $9,451-88.9% | $13,397-92.2% |