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 | $114,719 | $117,841-2.6% | $102,423+12.0% | $145,922-21.4% |
| Participation rate | 93.3% | 78.6%+14.7pp | 76.5%+16.8pp | 80.3%+13.1pp |
| Annual return | 13.38% | 31.65%-18.3pp | 29.32%-15.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $2,636 | $3,615-27.1% | $3,023-12.8% | $4,660-43.4% |
| Participant deferral / active EE | $4,192 | $5,731-26.9% | $5,053-17.0% | $6,688-37.3% |
| Admin fee / account holder | $11,245 | $13,326-15.6% | $9,451+19.0% | $13,397-16.1% |