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 | $102,751 | $149,734-31.4% | $118,925-13.6% | $158,922-35.3% |
| Participation rate | 94.4% | 82.1%+12.4pp | 75.4%+19.1pp | 82.0%+12.5pp |
| Annual return | 18.10% | 19.95%-1.8pp | 35.88%-17.8pp | 302.83%-284.7pp |
| Employer contribution / active EE | $3,771 | $4,115-8.4% | $3,263+15.6% | $4,761-20.8% |
| Participant deferral / active EE | $2,983 | $5,223-42.9% | $4,265-30.0% | $5,982-50.1% |
| Admin fee / account holder | $576 | $8,603-93.3% | $6,581-91.2% | $11,246-94.9% |