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 | $120,153 | $110,261+9.0% | $95,745+25.5% | $139,434-13.8% |
| Participation rate | 81.8% | 75.8%+6.1pp | 72.3%+9.6pp | 80.3%+1.5pp |
| Annual return | 11.75% | 27.11%-15.4pp | 28.35%-16.6pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,386 | $3,257-26.7% | $2,835-15.8% | $4,751-49.8% |
| Participant deferral / active EE | $10,199 | $4,676+118.1% | $4,245+140.3% | $6,710+52.0% |
| Admin fee / account holder | $2,829 | $6,613-57.2% | $5,678-50.2% | $11,403-75.2% |