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 | $108,510 | $106,515+1.9% | $96,683+12.2% | $139,434-22.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.57% | 38.43%-25.9pp | 35.69%-23.1pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,898 | $4,103-53.7% | $3,737-49.2% | $4,751-60.1% |
| Participant deferral / active EE | $5,551 | $5,454+1.8% | $4,878+13.8% | $6,710-17.3% |
| Admin fee / account holder | $1,096 | $7,877-86.1% | $6,730-83.7% | $11,403-90.4% |