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 | $103,390 | $127,065-18.6% | $113,168-8.6% | $142,382-27.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 18.95% | 24.03%-5.1pp | 24.27%-5.3pp | 217.08%-198.1pp |
| Employer contribution / active EE | $1,286 | $3,442-62.6% | $2,975-56.8% | $4,299-70.1% |
| Participant deferral / active EE | $2,119 | $5,716-62.9% | $5,107-58.5% | $6,507-67.4% |
| Admin fee / account holder | $1,843 | $15,736-88.3% | $12,068-84.7% | $12,624-85.4% |