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 | $115,627 | $107,452+7.6% | $91,541+26.3% | $142,382-18.8% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.8%+10.2pp | 80.1%-0.1pp |
| Annual return | 21.22% | 22.06%-0.8pp | 20.50%+0.7pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,654 | $2,994-11.4% | $2,505+6.0% | $4,299-38.3% |
| Participant deferral / active EE | $8,602 | $4,754+80.9% | $4,008+114.6% | $6,507+32.2% |
| Admin fee / account holder | $11,933 | $8,834+35.1% | $6,956+71.5% | $12,624-5.5% |