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 | $108,350 | $112,881-4.0% | $90,951+19.1% | $158,922-31.8% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 12.41% | 215.79%-203.4pp | 134.60%-122.2pp | 302.83%-290.4pp |
| Employer contribution / active EE | $1,403 | $2,893-51.5% | $2,122-33.9% | $4,761-70.5% |
| Participant deferral / active EE | $1,662 | $4,128-59.7% | $3,373-50.7% | $5,982-72.2% |
| Admin fee / account holder | $5,134 | $8,041-36.1% | $5,959-13.8% | $11,246-54.3% |