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 | $123,475 | $154,117-19.9% | $129,995-5.0% | $139,434-11.4% |
| Participation rate | 71.4% | 82.0%-10.5pp | 78.5%-7.1pp | 80.3%-8.9pp |
| Annual return | 24.12% | 32.48%-8.4pp | -137.18%+161.3pp | 372.94%-348.8pp |
| Employer contribution / active EE | $2,675 | $5,289-49.4% | $4,320-38.1% | $4,751-43.7% |
| Participant deferral / active EE | $5,139 | $6,710-23.4% | $5,820-11.7% | $6,710-23.4% |
| Admin fee / account holder | $1,966 | $14,007-86.0% | $10,614-81.5% | $11,403-82.8% |