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 | $114,180 | $109,359+4.4% | $162,163-29.6% | $72,985+56.4% |
| Participation rate | 93.3% | 84.3%+9.1pp | 87.6%+5.8pp | 69.5%+23.8pp |
| Annual return | 26.89% | 25.46%+1.4pp | 115.59%-88.7pp | 81.00%-54.1pp |
| Employer contribution / active EE | $3,336 | $3,907-14.6% | $5,614-40.6% | $2,440+36.7% |
| Participant deferral / active EE | $3,467 | $5,481-36.7% | $7,298-52.5% | $3,607-3.9% |
| Admin fee / account holder | $17,445 | $7,972+118.8% | $10,843+60.9% | $5,124+240.4% |