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 | $134,910 | $95,266+41.6% | $82,389+63.7% | $142,382-5.2% |
| Participation rate | 95.0% | 74.5%+20.5pp | 69.5%+25.5pp | 80.1%+14.9pp |
| Annual return | 12.58% | 25.74%-13.2pp | 28.67%-16.1pp | 217.08%-204.5pp |
| Employer contribution / active EE | $3,345 | $2,991+11.8% | $2,517+32.9% | $4,299-22.2% |
| Participant deferral / active EE | $6,206 | $4,809+29.1% | $4,155+49.4% | $6,507-4.6% |
| Admin fee / account holder | $1,972 | $8,563-77.0% | $7,231-72.7% | $12,624-84.4% |