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 | $104,526 | $110,257-5.2% | $96,544+8.3% | $139,434-25.0% |
| Participation rate | 94.7% | 78.1%+16.6pp | 76.0%+18.8pp | 80.3%+14.4pp |
| Annual return | 17.41% | 26.32%-8.9pp | 25.84%-8.4pp | 372.94%-355.5pp |
| Employer contribution / active EE | $5,589 | $3,620+54.4% | $2,965+88.5% | $4,751+17.6% |
| Participant deferral / active EE | $4,723 | $5,548-14.9% | $4,851-2.6% | $6,710-29.6% |
| Admin fee / account holder | $5,976 | $11,591-48.4% | $8,252-27.6% | $11,403-47.6% |