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 | $99,236 | $99,652-0.4% | $78,778+26.0% | $147,584-32.8% |
| Participation rate | 70.0% | 76.2%-6.2pp | 69.2%+0.8pp | 82.8%-12.8pp |
| Annual return | 14.47% | 47.28%-32.8pp | 35.62%-21.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $709 | $2,796-74.6% | $1,986-64.3% | $4,876-85.5% |
| Participant deferral / active EE | $2,762 | $3,664-24.6% | $2,958-6.6% | $5,439-49.2% |
| Admin fee / account holder | $10,535 | $7,155+47.2% | $5,134+105.2% | $10,885-3.2% |