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 | $128,749 | $123,793+4.0% | $177,821-27.6% | $79,858+61.2% |
| Participation rate | 82.6% | 84.7%-2.0pp | 87.7%-5.1pp | 69.6%+13.0pp |
| Annual return | 22.95% | 22.82%+0.1pp | 48.32%-25.4pp | 31.71%-8.8pp |
| Employer contribution / active EE | $9,713 | $4,095+137.2% | $5,918+64.1% | $2,471+293.1% |
| Participant deferral / active EE | $9,321 | $5,956+56.5% | $7,714+20.8% | $3,740+149.2% |
| Admin fee / account holder | $1,548 | $7,243-78.6% | $12,427-87.5% | $5,306-70.8% |