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 | $109,774 | $124,319-11.7% | $111,297-1.4% | $167,490-34.5% |
| Participation rate | 75.0% | 79.6%-4.6pp | 77.3%-2.3pp | 82.1%-7.1pp |
| Annual return | 12.57% | 37.44%-24.9pp | 54.65%-42.1pp | 478.56%-466.0pp |
| Employer contribution / active EE | $1,971 | $3,435-42.6% | $2,731-27.8% | $4,837-59.3% |
| Participant deferral / active EE | $5,473 | $5,180+5.6% | $4,487+22.0% | $6,341-13.7% |
| Admin fee / account holder | $3,032 | $10,618-71.4% | $7,964-61.9% | $12,309-75.4% |