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 | $108,563 | $149,734-27.5% | $118,925-8.7% | $158,922-31.7% |
| Participation rate | 87.5% | 82.1%+5.4pp | 75.4%+12.1pp | 82.0%+5.5pp |
| Annual return | 14.80% | 19.95%-5.2pp | 35.88%-21.1pp | 302.83%-288.0pp |
| Employer contribution / active EE | $6,080 | $4,115+47.8% | $3,263+86.4% | $4,761+27.7% |
| Participant deferral / active EE | $5,460 | $5,223+4.5% | $4,265+28.0% | $5,982-8.7% |
| Admin fee / account holder | $694 | $8,603-91.9% | $6,581-89.5% | $11,246-93.8% |