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 | $109,803 | $112,881-2.7% | $90,951+20.7% | $158,922-30.9% |
| Participation rate | 70.0% | 74.7%-4.7pp | 69.0%+1.0pp | 82.0%-12.0pp |
| Annual return | 10.30% | 215.79%-205.5pp | 134.60%-124.3pp | 302.83%-292.5pp |
| Employer contribution / active EE | $1,190 | $2,893-58.9% | $2,122-43.9% | $4,761-75.0% |
| Participant deferral / active EE | $2,984 | $4,128-27.7% | $3,373-11.5% | $5,982-50.1% |
| Admin fee / account holder | $5,020 | $8,041-37.6% | $5,959-15.8% | $11,246-55.4% |