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 | $96,626 | $116,175-16.8% | $93,606+3.2% | $152,861-36.8% |
| Participation rate | 75.0% | 78.0%-3.0pp | 75.8%-0.8pp | 82.4%-7.4pp |
| Annual return | 32.53% | 35.96%-3.4pp | 32.76%-0.2pp | 345.32%-312.8pp |
| Employer contribution / active EE | $2,210 | $3,218-31.3% | $2,718-18.7% | $4,762-53.6% |
| Participant deferral / active EE | $9,966 | $4,603+116.5% | $4,069+144.9% | $5,850+70.4% |
| Admin fee / account holder | $1,027 | $10,748-90.4% | $7,888-87.0% | $11,596-91.1% |