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 | $112,851 | $99,877+13.0% | $84,966+32.8% | $145,922-22.7% |
| Participation rate | 87.5% | 74.1%+13.4pp | 67.5%+20.0pp | 80.3%+7.2pp |
| Annual return | 9.84% | 83.76%-73.9pp | 66.38%-56.5pp | 561.29%-551.4pp |
| Employer contribution / active EE | $1,322 | $3,231-59.1% | $2,727-51.5% | $4,660-71.6% |
| Participant deferral / active EE | $5,459 | $5,291+3.2% | $4,519+20.8% | $6,688-18.4% |
| Admin fee / account holder | $6,360 | $7,248-12.2% | $6,149+3.4% | $13,397-52.5% |