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 | $103,414 | $179,726-42.5% | $156,263-33.8% | $142,382-27.4% |
| Participation rate | 76.5% | 82.1%-5.6pp | 78.9%-2.4pp | 80.1%-3.6pp |
| Annual return | 24.46% | 77.86%-53.4pp | 59.47%-35.0pp | 217.08%-192.6pp |
| Employer contribution / active EE | $5,165 | $5,069+1.9% | $4,333+19.2% | $4,299+20.2% |
| Participant deferral / active EE | $12,277 | $6,956+76.5% | $6,158+99.4% | $6,507+88.7% |
| Admin fee / account holder | $8,124 | $17,272-53.0% | $14,255-43.0% | $12,624-35.6% |