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 | $129,582 | $109,881+17.9% | $150,045-13.6% | $84,808+52.8% |
| Participation rate | 73.3% | 76.1%-2.8pp | 82.3%-9.0pp | 68.3%+5.0pp |
| Annual return | 14.54% | 28.25%-13.7pp | 62.55%-48.0pp | 40.90%-26.4pp |
| Employer contribution / active EE | $3,796 | $3,561+6.6% | $4,693-19.1% | $2,631+44.3% |
| Participant deferral / active EE | $6,581 | $6,636-0.8% | $7,997-17.7% | $4,212+56.3% |
| Admin fee / account holder | $6,698 | $8,568-21.8% | $13,435-50.1% | $7,344-8.8% |