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 | $115,962 | $162,781-28.8% | $133,956-13.4% | $158,922-27.0% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 17.94% | 41.94%-24.0pp | 45.09%-27.1pp | 302.83%-284.9pp |
| Employer contribution / active EE | $2,071 | $4,975-58.4% | $3,919-47.2% | $4,761-56.5% |
| Participant deferral / active EE | $3,732 | $5,911-36.9% | $5,048-26.1% | $5,982-37.6% |
| Admin fee / account holder | $13,714 | $11,736+16.8% | $8,927+53.6% | $11,246+21.9% |