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 | $106,760 | $142,405-25.0% | $115,157-7.3% | $152,861-30.2% |
| Participation rate | 81.8% | 82.4%-0.5pp | 75.9%+5.9pp | 82.4%-0.6pp |
| Annual return | 20.00% | 41.48%-21.5pp | 35.60%-15.6pp | 345.32%-325.3pp |
| Employer contribution / active EE | $5,942 | $4,010+48.2% | $3,179+86.9% | $4,762+24.8% |
| Participant deferral / active EE | $5,679 | $5,164+10.0% | $4,168+36.2% | $5,850-2.9% |
| Admin fee / account holder | $4,172 | $8,462-50.7% | $7,088-41.1% | $11,596-64.0% |