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 | $109,481 | $89,753+22.0% | $107,525+1.8% | $84,808+29.1% |
| Participation rate | 87.9% | 68.1%+19.8pp | 75.1%+12.8pp | 68.3%+19.6pp |
| Annual return | 13.67% | 29.48%-15.8pp | 181.32%-167.6pp | 40.90%-27.2pp |
| Employer contribution / active EE | $0 | $3,113-100.0% | $3,754-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,430 | $4,056+9.2% | $5,116-13.4% | $4,212+5.2% |
| Admin fee / account holder | $3,740 | $7,222-48.2% | $8,919-58.1% | $7,344-49.1% |