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 | $125,677 | $97,744+28.6% | $103,476+21.5% | $145,922-13.9% |
| Participation rate | 95.7% | 81.1%+14.6pp | 80.5%+15.1pp | 80.3%+15.4pp |
| Annual return | 11.72% | 25.41%-13.7pp | 23.90%-12.2pp | 561.29%-549.6pp |
| Employer contribution / active EE | $2,696 | $4,677-42.4% | $4,672-42.3% | $4,660-42.1% |
| Participant deferral / active EE | $9,247 | $6,603+40.0% | $6,623+39.6% | $6,688+38.3% |
| Admin fee / account holder | $1,955 | $12,515-84.4% | $9,413-79.2% | $13,397-85.4% |