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 | $113,447 | $104,251+8.8% | $91,001+24.7% | $147,584-23.1% |
| Participation rate | 92.9% | 78.2%+14.6pp | 75.6%+17.3pp | 82.8%+10.0pp |
| Annual return | 16.61% | 27.06%-10.5pp | 4.60%+12.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $721 | $3,116-76.8% | $2,456-70.6% | $4,876-85.2% |
| Participant deferral / active EE | $5,478 | $4,195+30.6% | $3,547+54.4% | $5,439+0.7% |
| Admin fee / account holder | $7,860 | $8,948-12.2% | $5,417+45.1% | $10,885-27.8% |