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 | $100,873 | $201,272-49.9% | $184,203-45.2% | $145,922-30.9% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.08% | 29.00%-9.9pp | 28.81%-9.7pp | 561.29%-542.2pp |
| Employer contribution / active EE | $1,989 | $7,022-71.7% | $6,427-69.1% | $4,660-57.3% |
| Participant deferral / active EE | $7,008 | $9,806-28.5% | $9,131-23.3% | $6,688+4.8% |
| Admin fee / account holder | $6,369 | $16,364-61.1% | $13,901-54.2% | $13,397-52.5% |