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 | $119,447 | $125,758-5.0% | $169,993-29.7% | $75,163+58.9% |
| Participation rate | 92.5% | 83.6%+8.9pp | 87.0%+5.5pp | 67.2%+25.3pp |
| Annual return | 30.04% | 27.20%+2.8pp | 53.37%-23.3pp | 160.62%-130.6pp |
| Employer contribution / active EE | $3,475 | $4,615-24.7% | $6,785-48.8% | $2,670+30.1% |
| Participant deferral / active EE | $19,766 | $6,837+189.1% | $10,408+89.9% | $4,125+379.2% |
| Admin fee / account holder | $13,779 | $8,173+68.6% | $12,815+7.5% | $5,651+143.8% |