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 8-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 | $114,251 | $124,319-8.1% | $111,297+2.7% | $167,490-31.8% |
| Participation rate | 78.6% | 79.6%-1.0pp | 77.3%+1.3pp | 82.1%-3.5pp |
| Annual return | 13.37% | 37.44%-24.1pp | 54.65%-41.3pp | 478.56%-465.2pp |
| Employer contribution / active EE | $717 | $3,435-79.1% | $2,731-73.8% | $4,837-85.2% |
| Participant deferral / active EE | $3,193 | $5,180-38.4% | $4,487-28.8% | $6,341-49.7% |
| Admin fee / account holder | $2,699 | $10,618-74.6% | $7,964-66.1% | $12,309-78.1% |