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 6-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 | $108,571 | $198,466-45.3% | $170,442-36.3% | $147,584-26.4% |
| Participation rate | 84.2% | 88.0%-3.8pp | 83.6%+0.6pp | 82.8%+1.4pp |
| Annual return | 14.88% | 257.29%-242.4pp | 205.93%-191.0pp | 578.55%-563.7pp |
| Employer contribution / active EE | $1,710 | $6,184-72.4% | $5,433-68.5% | $4,876-64.9% |
| Participant deferral / active EE | $3,877 | $5,629-31.1% | $4,939-21.5% | $5,439-28.7% |
| Admin fee / account holder | $3,921 | $16,852-76.7% | $13,880-71.8% | $10,885-64.0% |