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 | $99,709 | $99,985-0.3% | $146,665-32.0% | $85,850+16.1% |
| Participation rate | 71.8% | 73.1%-1.3pp | 80.1%-8.3pp | 69.3%+2.5pp |
| Annual return | 15.80% | 18.93%-3.1pp | 22.74%-6.9pp | 318.53%-302.7pp |
| Employer contribution / active EE | $1,803 | $2,559-29.5% | $4,136-56.4% | $2,565-29.7% |
| Participant deferral / active EE | $4,285 | $4,006+7.0% | $5,506-22.2% | $3,952+8.4% |
| Admin fee / account holder | $15,404 | $7,702+100.0% | $10,280+49.8% | $6,260+146.1% |