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 | $91,184 | $179,726-49.3% | $156,263-41.6% | $142,382-36.0% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.9%+21.1pp | 80.1%+19.9pp |
| Annual return | 14.82% | 77.86%-63.0pp | 59.47%-44.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,939 | $5,069-42.0% | $4,333-32.2% | $4,299-31.6% |
| Participant deferral / active EE | $11,083 | $6,956+59.3% | $6,158+80.0% | $6,507+70.3% |
| Admin fee / account holder | $14,113 | $17,272-18.3% | $14,255-1.0% | $12,624+11.8% |