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 | $126,043 | $110,257+14.3% | $96,544+30.6% | $139,434-9.6% |
| Participation rate | 88.9% | 78.1%+10.8pp | 76.0%+12.9pp | 80.3%+8.6pp |
| Annual return | 21.57% | 26.32%-4.7pp | 25.84%-4.3pp | 372.94%-351.4pp |
| Employer contribution / active EE | $3,584 | $3,620-1.0% | $2,965+20.9% | $4,751-24.6% |
| Participant deferral / active EE | $6,263 | $5,548+12.9% | $4,851+29.1% | $6,710-6.7% |
| Admin fee / account holder | $3,361 | $11,591-71.0% | $8,252-59.3% | $11,403-70.5% |