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 | $123,434 | $117,841+4.7% | $102,423+20.5% | $145,922-15.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 8.76% | 31.65%-22.9pp | 29.32%-20.6pp | 561.29%-552.5pp |
| Employer contribution / active EE | $4,793 | $3,615+32.6% | $3,023+58.5% | $4,660+2.9% |
| Participant deferral / active EE | $6,038 | $5,731+5.4% | $5,053+19.5% | $6,688-9.7% |
| Admin fee / account holder | $738 | $13,326-94.5% | $9,451-92.2% | $13,397-94.5% |