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 | $97,686 | $118,849-17.8% | $96,562+1.2% | $167,490-41.7% |
| Participation rate | 73.9% | 75.5%-1.6pp | 69.8%+4.1pp | 82.1%-8.2pp |
| Annual return | 9.72% | 50.49%-40.8pp | 37.78%-28.1pp | 478.56%-468.8pp |
| Employer contribution / active EE | $1,888 | $3,120-39.5% | $2,356-19.9% | $4,837-61.0% |
| Participant deferral / active EE | $3,623 | $4,616-21.5% | $3,849-5.9% | $6,341-42.9% |
| Admin fee / account holder | $3,486 | $8,065-56.8% | $6,181-43.6% | $12,309-71.7% |