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 | $106,678 | $117,983-9.6% | $101,794+4.8% | $142,382-25.1% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 32.26% | 36.92%-4.7pp | 30.53%+1.7pp | 217.08%-184.8pp |
| Employer contribution / active EE | $1,765 | $2,773-36.4% | $2,289-22.9% | $4,299-59.0% |
| Participant deferral / active EE | $0 | $4,714-100.0% | $4,084-100.0% | $6,507-100.0% |
| Admin fee / account holder | $9,820 | $10,433-5.9% | $8,777+11.9% | $12,624-22.2% |