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 | $106,969 | $124,281-13.9% | $109,143-2.0% | $167,490-36.1% |
| Participation rate | 81.3% | 79.4%+1.8pp | 75.9%+5.4pp | 82.1%-0.9pp |
| Annual return | 16.25% | 26.04%-9.8pp | 25.75%-9.5pp | 478.56%-462.3pp |
| Employer contribution / active EE | $5,336 | $4,207+26.8% | $3,722+43.4% | $4,837+10.3% |
| Participant deferral / active EE | $5,295 | $5,255+0.8% | $4,653+13.8% | $6,341-16.5% |
| Admin fee / account holder | $3,222 | $7,970-59.6% | $6,752-52.3% | $12,309-73.8% |