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 | $118,283 | $127,777-7.4% | $106,548+11.0% | $167,490-29.4% |
| Participation rate | 85.7% | 78.3%+7.4pp | 76.1%+9.6pp | 82.1%+3.6pp |
| Annual return | 13.87% | 33.87%-20.0pp | 26.80%-12.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $3,610 | $3,427+5.4% | $2,819+28.1% | $4,837-25.4% |
| Participant deferral / active EE | $7,375 | $5,087+45.0% | $4,398+67.7% | $6,341+16.3% |
| Admin fee / account holder | $9,304 | $11,228-17.1% | $7,407+25.6% | $12,309-24.4% |