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 | $118,094 | $111,754+5.7% | $103,333+14.3% | $145,922-19.1% |
| Participation rate | 95.7% | 77.9%+17.7pp | 74.5%+21.1pp | 80.3%+15.4pp |
| Annual return | 12.53% | 24.77%-12.2pp | 24.88%-12.3pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,215 | $4,212+47.5% | $3,868+60.7% | $4,660+33.4% |
| Participant deferral / active EE | $3,800 | $5,619-32.4% | $5,057-24.9% | $6,688-43.2% |
| Admin fee / account holder | $6,144 | $9,750-37.0% | $8,355-26.5% | $13,397-54.1% |