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 | $116,094 | $77,899+49.0% | $149,673-22.4% | $75,163+54.5% |
| Participation rate | 73.6% | 65.6%+8.0pp | 78.8%-5.2pp | 67.2%+6.4pp |
| Annual return | 16.50% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $2,054 | $3,137-34.5% | $4,818-57.4% | $2,670-23.1% |
| Participant deferral / active EE | $5,811 | $3,411+70.4% | $5,680+2.3% | $4,125+40.9% |
| Admin fee / account holder | $10,826 | $5,956+81.8% | $13,210-18.0% | $5,651+91.6% |