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 | $116,969 | $169,032-30.8% | $129,207-9.5% | $145,922-19.8% |
| Participation rate | 70.0% | 76.4%-6.4pp | 69.6%+0.4pp | 80.3%-10.3pp |
| Annual return | 16.95% | 14330.11%-14313.2pp | 9417.33%-9400.4pp | 561.29%-544.3pp |
| Employer contribution / active EE | $1,099 | $5,537-80.1% | $4,153-73.5% | $4,660-76.4% |
| Participant deferral / active EE | $2,481 | $4,987-50.3% | $4,168-40.5% | $6,688-62.9% |
| Admin fee / account holder | $1,955 | $9,954-80.4% | $7,715-74.7% | $13,397-85.4% |