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 | $99,962 | $104,664-4.5% | $85,682+16.7% | $167,490-40.3% |
| Participation rate | 73.3% | 76.4%-3.0pp | 69.9%+3.5pp | 82.1%-8.8pp |
| Annual return | 16.62% | 21.45%-4.8pp | 21.49%-4.9pp | 478.56%-461.9pp |
| Employer contribution / active EE | $2,235 | $3,337-33.0% | $2,618-14.6% | $4,837-53.8% |
| Participant deferral / active EE | $4,370 | $4,824-9.4% | $3,923+11.4% | $6,341-31.1% |
| Admin fee / account holder | $3,186 | $10,032-68.2% | $6,873-53.6% | $12,309-74.1% |