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 | $108,575 | $117,983-8.0% | $101,794+6.7% | $142,382-23.7% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 19.41% | 36.92%-17.5pp | 30.53%-11.1pp | 217.08%-197.7pp |
| Employer contribution / active EE | $1,747 | $2,773-37.0% | $2,289-23.7% | $4,299-59.4% |
| Participant deferral / active EE | $3,732 | $4,714-20.8% | $4,084-8.6% | $6,507-42.7% |
| Admin fee / account holder | $4,771 | $10,433-54.3% | $8,777-45.6% | $12,624-62.2% |