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 | $98,126 | $140,940-30.4% | $112,229-12.6% | $139,434-29.6% |
| Participation rate | 75.0% | 79.2%-4.2pp | 72.4%+2.6pp | 80.3%-5.3pp |
| Annual return | 12.56% | 32.71%-20.1pp | 30.20%-17.6pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,424 | $4,283-66.8% | $3,430-58.5% | $4,751-70.0% |
| Participant deferral / active EE | $8,776 | $5,874+49.4% | $4,798+82.9% | $6,710+30.8% |
| Admin fee / account holder | $1,489 | $9,954-85.0% | $7,748-80.8% | $11,403-86.9% |