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 | $100,729 | $152,587-34.0% | $125,175-19.5% | $152,861-34.1% |
| Participation rate | 77.8% | 83.3%-5.6pp | 79.8%-2.0pp | 82.4%-4.7pp |
| Annual return | 22.00% | 54.84%-32.8pp | 43.79%-21.8pp | 345.32%-323.3pp |
| Employer contribution / active EE | $3,034 | $4,946-38.7% | $3,865-21.5% | $4,762-36.3% |
| Participant deferral / active EE | $5,760 | $5,868-1.8% | $4,937+16.7% | $5,850-1.5% |
| Admin fee / account holder | $1,324 | $13,434-90.1% | $9,702-86.4% | $11,596-88.6% |