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 | $123,206 | $127,065-3.0% | $113,168+8.9% | $142,382-13.5% |
| Participation rate | 92.9% | 79.2%+13.7pp | 76.6%+16.3pp | 80.1%+12.7pp |
| Annual return | 10.72% | 24.03%-13.3pp | 24.27%-13.6pp | 217.08%-206.4pp |
| Employer contribution / active EE | $2,707 | $3,442-21.4% | $2,975-9.0% | $4,299-37.0% |
| Participant deferral / active EE | $6,118 | $5,716+7.0% | $5,107+19.8% | $6,507-6.0% |
| Admin fee / account holder | $18,038 | $15,736+14.6% | $12,068+49.5% | $12,624+42.9% |