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 | $99,300 | $179,726-44.7% | $156,263-36.5% | $142,382-30.3% |
| Participation rate | 70.6% | 82.1%-11.5pp | 78.9%-8.3pp | 80.1%-9.5pp |
| Annual return | 14.95% | 77.86%-62.9pp | 59.47%-44.5pp | 217.08%-202.1pp |
| Employer contribution / active EE | $3,441 | $5,069-32.1% | $4,333-20.6% | $4,299-20.0% |
| Participant deferral / active EE | $5,306 | $6,956-23.7% | $6,158-13.8% | $6,507-18.5% |
| Admin fee / account holder | $1,672 | $17,272-90.3% | $14,255-88.3% | $12,624-86.8% |