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 | $119,130 | $107,452+10.9% | $91,541+30.1% | $142,382-16.3% |
| Participation rate | 90.0% | 75.1%+14.9pp | 69.8%+20.2pp | 80.1%+9.9pp |
| Annual return | 14.78% | 22.06%-7.3pp | 20.50%-5.7pp | 217.08%-202.3pp |
| Employer contribution / active EE | $4,099 | $2,994+36.9% | $2,505+63.7% | $4,299-4.6% |
| Participant deferral / active EE | $13,171 | $4,754+177.0% | $4,008+228.6% | $6,507+102.4% |
| Admin fee / account holder | $517 | $8,834-94.2% | $6,956-92.6% | $12,624-95.9% |