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 | $95,181 | $115,882-17.9% | $100,516-5.3% | $158,922-40.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 13.94% | 34.79%-20.9pp | 30.89%-17.0pp | 302.83%-288.9pp |
| Employer contribution / active EE | $2,077 | $4,103-49.4% | $3,418-39.2% | $4,761-56.4% |
| Participant deferral / active EE | $6,039 | $6,674-9.5% | $6,270-3.7% | $5,982+0.9% |
| Admin fee / account holder | $7,255 | $10,995-34.0% | $8,081-10.2% | $11,246-35.5% |