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 | $139,479 | $117,983+18.2% | $101,794+37.0% | $142,382-2.0% |
| Participation rate | 88.9% | 74.2%+14.7pp | 69.2%+19.7pp | 80.1%+8.8pp |
| Annual return | 15.34% | 36.92%-21.6pp | 30.53%-15.2pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,309 | $2,773+163.6% | $2,289+219.3% | $4,299+70.0% |
| Participant deferral / active EE | $3,824 | $4,714-18.9% | $4,084-6.4% | $6,507-41.2% |
| Admin fee / account holder | $1,241 | $10,433-88.1% | $8,777-85.9% | $12,624-90.2% |