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 | $108,672 | $228,332-52.4% | $185,823-41.5% | $158,922-31.6% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 10.75% | 40.80%-30.1pp | 35.95%-25.2pp | 302.83%-292.1pp |
| Employer contribution / active EE | $4,061 | $4,967-18.2% | $4,087-0.6% | $4,761-14.7% |
| Participant deferral / active EE | $10,626 | $6,415+65.7% | $5,632+88.7% | $5,982+77.6% |
| Admin fee / account holder | $2,305 | $11,864-80.6% | $9,500-75.7% | $11,246-79.5% |