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 | $106,252 | $114,381-7.1% | $107,525-1.2% | $142,382-25.4% |
| Participation rate | 73.7% | 78.1%-4.5pp | 75.1%-1.4pp | 80.1%-6.4pp |
| Annual return | 14.27% | 242.71%-228.4pp | 181.32%-167.0pp | 217.08%-202.8pp |
| Employer contribution / active EE | $4,115 | $4,015+2.5% | $3,754+9.6% | $4,299-4.3% |
| Participant deferral / active EE | $8,704 | $5,564+56.4% | $5,116+70.1% | $6,507+33.8% |
| Admin fee / account holder | $34,091 | $9,860+245.7% | $8,919+282.2% | $12,624+170.1% |