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 | $109,270 | $154,117-29.1% | $129,995-15.9% | $139,434-21.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.5%-3.5pp | 80.3%-5.3pp |
| Annual return | 12.34% | 32.48%-20.1pp | -137.18%+149.5pp | 372.94%-360.6pp |
| Employer contribution / active EE | $2,345 | $5,289-55.7% | $4,320-45.7% | $4,751-50.6% |
| Participant deferral / active EE | $6,298 | $6,710-6.1% | $5,820+8.2% | $6,710-6.1% |
| Admin fee / account holder | $15,465 | $14,007+10.4% | $10,614+45.7% | $11,403+35.6% |