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 | $102,913 | $176,377-41.7% | $134,143-23.3% | $158,922-35.2% |
| Participation rate | 90.9% | 78.7%+12.2pp | 72.2%+18.7pp | 82.0%+9.0pp |
| Annual return | 13.63% | 63.63%-50.0pp | 36.33%-22.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $9,678 | $5,040+92.0% | $3,704+161.3% | $4,761+103.3% |
| Participant deferral / active EE | $4,657 | $4,091+13.8% | $3,499+33.1% | $5,982-22.2% |
| Admin fee / account holder | $7,057 | $8,718-19.0% | $6,684+5.6% | $11,246-37.2% |