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 | $109,988 | $183,519-40.1% | $155,509-29.3% | $145,922-24.6% |
| Participation rate | 78.3% | 82.7%-4.4pp | 78.2%+0.1pp | 80.3%-2.0pp |
| Annual return | 12.76% | 61.17%-48.4pp | 64.67%-51.9pp | 561.29%-548.5pp |
| Employer contribution / active EE | $1,393 | $5,313-73.8% | $4,672-70.2% | $4,660-70.1% |
| Participant deferral / active EE | $2,869 | $6,462-55.6% | $5,626-49.0% | $6,688-57.1% |
| Admin fee / account holder | $891 | $19,313-95.4% | $15,912-94.4% | $13,397-93.3% |