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 | $134,447 | $117,841+14.1% | $102,423+31.3% | $145,922-7.9% |
| Participation rate | 77.8% | 78.6%-0.8pp | 76.5%+1.3pp | 80.3%-2.5pp |
| Annual return | 14.00% | 31.65%-17.6pp | 29.32%-15.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $5,145 | $3,615+42.3% | $3,023+70.2% | $4,660+10.4% |
| Participant deferral / active EE | $3,940 | $5,731-31.3% | $5,053-22.0% | $6,688-41.1% |
| Admin fee / account holder | $2,100 | $13,326-84.2% | $9,451-77.8% | $13,397-84.3% |