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 | $101,335 | $126,574-19.9% | $106,213-4.6% | $145,922-30.6% |
| Participation rate | 83.3% | 77.6%+5.7pp | 75.3%+8.1pp | 80.3%+3.1pp |
| Annual return | 13.62% | 224.79%-211.2pp | 116.14%-102.5pp | 561.29%-547.7pp |
| Employer contribution / active EE | $1,999 | $3,730-46.4% | $3,171-37.0% | $4,660-57.1% |
| Participant deferral / active EE | $5,652 | $5,724-1.2% | $5,016+12.7% | $6,688-15.5% |
| Admin fee / account holder | $12,211 | $17,304-29.4% | $11,033+10.7% | $13,397-8.9% |