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 | $104,702 | $105,859-1.1% | $90,160+16.1% | $147,584-29.1% |
| Participation rate | 81.3% | 79.7%+1.5pp | 76.9%+4.4pp | 82.8%-1.6pp |
| Annual return | 15.30% | 37.63%-22.3pp | 34.88%-19.6pp | 578.55%-563.2pp |
| Employer contribution / active EE | $4,678 | $4,126+13.4% | $3,318+41.0% | $4,876-4.1% |
| Participant deferral / active EE | $10,023 | $5,733+74.8% | $5,288+89.5% | $5,439+84.3% |
| Admin fee / account holder | $828 | $8,046-89.7% | $5,943-86.1% | $10,885-92.4% |