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 | $107,812 | $148,534-27.4% | $135,903-20.7% | $139,434-22.7% |
| Participation rate | 71.4% | 83.9%-12.4pp | 81.9%-10.5pp | 80.3%-8.9pp |
| Annual return | 12.56% | 79.19%-66.6pp | 68.23%-55.7pp | 372.94%-360.4pp |
| Employer contribution / active EE | $1,759 | $5,243-66.4% | $4,856-63.8% | $4,751-63.0% |
| Participant deferral / active EE | $6,197 | $8,100-23.5% | $7,758-20.1% | $6,710-7.6% |
| Admin fee / account holder | $2,305 | $12,400-81.4% | $10,762-78.6% | $11,403-79.8% |