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 | $143,691 | $117,983+21.8% | $101,794+41.2% | $142,382+0.9% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 11.81% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,920 | $2,773+5.3% | $2,289+27.6% | $4,299-32.1% |
| Participant deferral / active EE | $10,953 | $4,714+132.4% | $4,084+168.2% | $6,507+68.3% |
| Admin fee / account holder | $4,030 | $10,433-61.4% | $8,777-54.1% | $12,624-68.1% |