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 | $107,431 | $162,781-34.0% | $133,956-19.8% | $158,922-32.4% |
| Participation rate | 71.4% | 83.2%-11.8pp | 79.8%-8.4pp | 82.0%-10.5pp |
| Annual return | 29.95% | 41.94%-12.0pp | 45.09%-15.1pp | 302.83%-272.9pp |
| Employer contribution / active EE | $1,841 | $4,975-63.0% | $3,919-53.0% | $4,761-61.3% |
| Participant deferral / active EE | $5,218 | $5,911-11.7% | $5,048+3.4% | $5,982-12.8% |
| Admin fee / account holder | $923 | $11,736-92.1% | $8,927-89.7% | $11,246-91.8% |