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 | $101,011 | $110,257-8.4% | $96,544+4.6% | $139,434-27.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 15.71% | 26.32%-10.6pp | 25.84%-10.1pp | 372.94%-357.2pp |
| Employer contribution / active EE | $1,129 | $3,620-68.8% | $2,965-61.9% | $4,751-76.2% |
| Participant deferral / active EE | $1,819 | $5,548-67.2% | $4,851-62.5% | $6,710-72.9% |
| Admin fee / account holder | $7,442 | $11,591-35.8% | $8,252-9.8% | $11,403-34.7% |