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 | $112,069 | $117,841-4.9% | $102,423+9.4% | $145,922-23.2% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 16.34% | 31.65%-15.3pp | 29.32%-13.0pp | 561.29%-544.9pp |
| Employer contribution / active EE | $1,986 | $3,615-45.1% | $3,023-34.3% | $4,660-57.4% |
| Participant deferral / active EE | $2,955 | $5,731-48.4% | $5,053-41.5% | $6,688-55.8% |
| Admin fee / account holder | $30,695 | $13,326+130.3% | $9,451+224.8% | $13,397+129.1% |