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 | $117,096 | $101,069+15.9% | $81,478+43.7% | $147,584-20.7% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 12.82% | 32.40%-19.6pp | 38.78%-26.0pp | 578.55%-565.7pp |
| Employer contribution / active EE | $2,652 | $3,205-17.3% | $2,568+3.3% | $4,876-45.6% |
| Participant deferral / active EE | $4,622 | $4,242+9.0% | $3,537+30.7% | $5,439-15.0% |
| Admin fee / account holder | $8,279 | $5,812+42.4% | $4,561+81.5% | $10,885-23.9% |