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 | $103,757 | $117,983-12.1% | $101,794+1.9% | $142,382-27.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.2%+3.5pp | 80.1%-7.4pp |
| Annual return | 16.41% | 36.92%-20.5pp | 30.53%-14.1pp | 217.08%-200.7pp |
| Employer contribution / active EE | $19,073 | $2,773+587.9% | $2,289+733.3% | $4,299+343.6% |
| Participant deferral / active EE | $9,712 | $4,714+106.0% | $4,084+137.8% | $6,507+49.2% |
| Admin fee / account holder | $4,934 | $10,433-52.7% | $8,777-43.8% | $12,624-60.9% |