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 | $120,619 | $118,450+1.8% | $98,439+22.5% | $139,434-13.5% |
| Participation rate | 70.0% | 77.4%-7.4pp | 75.2%-5.2pp | 80.3%-10.3pp |
| Annual return | 12.25% | 18.94%-6.7pp | 21.16%-8.9pp | 372.94%-360.7pp |
| Employer contribution / active EE | $2,909 | $3,609-19.4% | $3,048-4.6% | $4,751-38.8% |
| Participant deferral / active EE | $6,385 | $5,392+18.4% | $4,738+34.8% | $6,710-4.8% |
| Admin fee / account holder | $4,869 | $14,026-65.3% | $8,948-45.6% | $11,403-57.3% |