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 | $126,135 | $116,175+8.6% | $93,606+34.8% | $152,861-17.5% |
| Participation rate | 85.7% | 78.0%+7.7pp | 75.8%+9.9pp | 82.4%+3.3pp |
| Annual return | 21.55% | 35.96%-14.4pp | 32.76%-11.2pp | 345.32%-323.8pp |
| Employer contribution / active EE | $0 | $3,218-100.0% | $2,718-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,892 | $4,603+28.0% | $4,069+44.8% | $5,850+0.7% |
| Admin fee / account holder | $1,759 | $10,748-83.6% | $7,888-77.7% | $11,596-84.8% |