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 | $105,933 | $105,859+0.1% | $90,160+17.5% | $147,584-28.2% |
| Participation rate | 70.0% | 79.7%-9.7pp | 76.9%-6.9pp | 82.8%-12.8pp |
| Annual return | 27.71% | 37.63%-9.9pp | 34.88%-7.2pp | 578.55%-550.8pp |
| Employer contribution / active EE | $528 | $4,126-87.2% | $3,318-84.1% | $4,876-89.2% |
| Participant deferral / active EE | $5,633 | $5,733-1.8% | $5,288+6.5% | $5,439+3.6% |
| Admin fee / account holder | $1,299 | $8,046-83.9% | $5,943-78.1% | $10,885-88.1% |