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 | $106,984 | $152,587-29.9% | $125,175-14.5% | $152,861-30.0% |
| Participation rate | 80.0% | 83.3%-3.3pp | 79.8%+0.2pp | 82.4%-2.4pp |
| Annual return | 19.15% | 54.84%-35.7pp | 43.79%-24.6pp | 345.32%-326.2pp |
| Employer contribution / active EE | $2,608 | $4,946-47.3% | $3,865-32.5% | $4,762-45.2% |
| Participant deferral / active EE | $2,608 | $5,868-55.6% | $4,937-47.2% | $5,850-55.4% |
| Admin fee / account holder | $5,484 | $13,434-59.2% | $9,702-43.5% | $11,596-52.7% |