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 | $107,744 | $98,750+9.1% | $149,696-28.0% | $79,858+34.9% |
| Participation rate | 77.4% | 75.8%+1.6pp | 82.5%-5.1pp | 69.6%+7.8pp |
| Annual return | 17.80% | 27.43%-9.6pp | 276.60%-258.8pp | 31.71%-13.9pp |
| Employer contribution / active EE | $2,004 | $3,216-37.7% | $4,644-56.9% | $2,471-18.9% |
| Participant deferral / active EE | $3,300 | $5,680-41.9% | $6,842-51.8% | $3,740-11.8% |
| Admin fee / account holder | $2,900 | $6,053-52.1% | $9,309-68.8% | $5,306-45.3% |