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 | $109,338 | $89,355+22.4% | $141,162-22.5% | $72,985+49.8% |
| Participation rate | 70.0% | 75.1%-5.1pp | 82.5%-12.5pp | 69.5%+0.5pp |
| Annual return | 24.44% | 111.85%-87.4pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $2,406 | $3,114-22.7% | $4,735-49.2% | $2,440-1.4% |
| Participant deferral / active EE | $5,343 | $5,418-1.4% | $6,709-20.4% | $3,607+48.1% |
| Admin fee / account holder | $4,427 | $5,958-25.7% | $10,261-56.9% | $5,124-13.6% |