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 | $103,104 | $162,781-36.7% | $133,956-23.0% | $158,922-35.1% |
| Participation rate | 78.3% | 83.2%-5.0pp | 79.8%-1.6pp | 82.0%-3.7pp |
| Annual return | 26.16% | 41.94%-15.8pp | 45.09%-18.9pp | 302.83%-276.7pp |
| Employer contribution / active EE | $1,925 | $4,975-61.3% | $3,919-50.9% | $4,761-59.6% |
| Participant deferral / active EE | $2,028 | $5,911-65.7% | $5,048-59.8% | $5,982-66.1% |
| Admin fee / account holder | $15,206 | $11,736+29.6% | $8,927+70.3% | $11,246+35.2% |