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 | $100,999 | $109,881-8.1% | $150,045-32.7% | $84,808+19.1% |
| Participation rate | 93.1% | 76.1%+17.0pp | 82.3%+10.8pp | 68.3%+24.8pp |
| Annual return | 14.19% | 28.25%-14.1pp | 62.55%-48.4pp | 40.90%-26.7pp |
| Employer contribution / active EE | $3,091 | $3,561-13.2% | $4,693-34.1% | $2,631+17.5% |
| Participant deferral / active EE | $8,717 | $6,636+31.4% | $7,997+9.0% | $4,212+107.0% |
| Admin fee / account holder | $10,540 | $8,568+23.0% | $13,435-21.5% | $7,344+43.5% |