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 | $112,857 | $100,754+12.0% | $86,677+30.2% | $134,475-16.1% |
| Participation rate | 88.2% | 78.9%+9.3pp | 76.6%+11.7pp | 81.2%+7.0pp |
| Annual return | 4.10% | 29.04%-24.9pp | 35.91%-31.8pp | 417.96%-413.9pp |
| Employer contribution / active EE | $2,941 | $3,489-15.7% | $2,836+3.7% | $4,740-37.9% |
| Participant deferral / active EE | $3,950 | $5,338-26.0% | $4,656-15.2% | $6,400-38.3% |
| Admin fee / account holder | $4,959 | $10,926-54.6% | $7,493-33.8% | $11,426-56.6% |