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 | $117,741 | $127,065-7.3% | $113,168+4.0% | $142,382-17.3% |
| Participation rate | 90.9% | 79.2%+11.7pp | 76.6%+14.3pp | 80.1%+10.8pp |
| Annual return | 16.74% | 24.03%-7.3pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $3,648 | $3,442+6.0% | $2,975+22.6% | $4,299-15.2% |
| Participant deferral / active EE | $4,196 | $5,716-26.6% | $5,107-17.8% | $6,507-35.5% |
| Admin fee / account holder | $879 | $15,736-94.4% | $12,068-92.7% | $12,624-93.0% |