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 | $102,671 | $100,754+1.9% | $86,677+18.5% | $134,475-23.7% |
| Participation rate | 95.0% | 78.9%+16.1pp | 76.6%+18.4pp | 81.2%+13.8pp |
| Annual return | -16.97% | 29.04%-46.0pp | 35.91%-52.9pp | 417.96%-434.9pp |
| Employer contribution / active EE | $2,106 | $3,489-39.6% | $2,836-25.8% | $4,740-55.6% |
| Participant deferral / active EE | $4,032 | $5,338-24.5% | $4,656-13.4% | $6,400-37.0% |
| Admin fee / account holder | $5,184 | $10,926-52.6% | $7,493-30.8% | $11,426-54.6% |