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 | $116,025 | $117,983-1.7% | $101,794+14.0% | $142,382-18.5% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.2%+16.5pp | 80.1%+5.6pp |
| Annual return | 14.04% | 36.92%-22.9pp | 30.53%-16.5pp | 217.08%-203.0pp |
| Employer contribution / active EE | $6,635 | $2,773+139.3% | $2,289+189.9% | $4,299+54.3% |
| Participant deferral / active EE | $3,929 | $4,714-16.7% | $4,084-3.8% | $6,507-39.6% |
| Admin fee / account holder | $1,303 | $10,433-87.5% | $8,777-85.2% | $12,624-89.7% |