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 | $126,802 | $127,065-0.2% | $113,168+12.0% | $142,382-10.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 14.40% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,593 | $3,442-53.7% | $2,975-46.5% | $4,299-62.9% |
| Participant deferral / active EE | $3,373 | $5,716-41.0% | $5,107-34.0% | $6,507-48.2% |
| Admin fee / account holder | $6,375 | $15,736-59.5% | $12,068-47.2% | $12,624-49.5% |