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 | $116,836 | $176,377-33.8% | $134,143-12.9% | $158,922-26.5% |
| Participation rate | 100.0% | 78.7%+21.3pp | 72.2%+27.8pp | 82.0%+18.0pp |
| Annual return | 16.40% | 63.63%-47.2pp | 36.33%-19.9pp | 302.83%-286.4pp |
| Employer contribution / active EE | $2,480 | $5,040-50.8% | $3,704-33.0% | $4,761-47.9% |
| Participant deferral / active EE | $3,555 | $4,091-13.1% | $3,499+1.6% | $5,982-40.6% |
| Admin fee / account holder | $2,554 | $8,718-70.7% | $6,684-61.8% | $11,246-77.3% |