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 | $116,646 | $198,466-41.2% | $170,442-31.6% | $147,584-21.0% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 15.45% | 257.29%-241.8pp | 205.93%-190.5pp | 578.55%-563.1pp |
| Employer contribution / active EE | $1,640 | $6,184-73.5% | $5,433-69.8% | $4,876-66.4% |
| Participant deferral / active EE | $2,125 | $5,629-62.3% | $4,939-57.0% | $5,439-60.9% |
| Admin fee / account holder | $1,112 | $16,852-93.4% | $13,880-92.0% | $10,885-89.8% |