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 | $117,456 | $127,065-7.6% | $113,168+3.8% | $142,382-17.5% |
| Participation rate | 88.9% | 79.2%+9.7pp | 76.6%+12.3pp | 80.1%+8.8pp |
| Annual return | 11.61% | 24.03%-12.4pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $3,708 | $3,442+7.7% | $2,975+24.6% | $4,299-13.7% |
| Participant deferral / active EE | $8,591 | $5,716+50.3% | $5,107+68.2% | $6,507+32.0% |
| Admin fee / account holder | $2,027 | $15,736-87.1% | $12,068-83.2% | $12,624-83.9% |