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 | $127,972 | $123,793+3.4% | $177,821-28.0% | $79,858+60.2% |
| Participation rate | 78.6% | 84.7%-6.1pp | 87.7%-9.2pp | 69.6%+8.9pp |
| Annual return | 15.81% | 22.82%-7.0pp | 48.32%-32.5pp | 31.71%-15.9pp |
| Employer contribution / active EE | $4,279 | $4,095+4.5% | $5,918-27.7% | $2,471+73.2% |
| Participant deferral / active EE | $8,333 | $5,956+39.9% | $7,714+8.0% | $3,740+122.8% |
| Admin fee / account holder | $9,300 | $7,243+28.4% | $12,427-25.2% | $5,306+75.3% |