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 | $109,713 | $106,515+3.0% | $96,683+13.5% | $139,434-21.3% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 14.67% | 38.43%-23.8pp | 35.69%-21.0pp | 372.94%-358.3pp |
| Employer contribution / active EE | $979 | $4,103-76.1% | $3,737-73.8% | $4,751-79.4% |
| Participant deferral / active EE | $3,920 | $5,454-28.1% | $4,878-19.6% | $6,710-41.6% |
| Admin fee / account holder | $25,521 | $7,877+224.0% | $6,730+279.2% | $11,403+123.8% |