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 | $112,607 | $93,571+20.3% | $135,903-17.1% | $75,163+49.8% |
| Participation rate | 74.3% | 75.2%-0.9pp | 81.9%-7.6pp | 67.2%+7.1pp |
| Annual return | 21.82% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,222 | $3,537+19.4% | $4,856-13.1% | $2,670+58.1% |
| Participant deferral / active EE | $6,425 | $6,404+0.3% | $7,758-17.2% | $4,125+55.8% |
| Admin fee / account holder | $4,930 | $6,975-29.3% | $10,762-54.2% | $5,651-12.8% |