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 | $96,540 | $106,584-9.4% | $101,326-4.7% | $142,382-32.2% |
| Participation rate | 93.3% | 82.7%+10.6pp | 81.5%+11.8pp | 80.1%+13.2pp |
| Annual return | 17.55% | 36.93%-19.4pp | 36.82%-19.3pp | 217.08%-199.5pp |
| Employer contribution / active EE | $3,333 | $3,956-15.7% | $3,665-9.1% | $4,299-22.5% |
| Participant deferral / active EE | $5,185 | $8,297-37.5% | $7,994-35.1% | $6,507-20.3% |
| Admin fee / account holder | $2,081 | $11,446-81.8% | $11,185-81.4% | $12,624-83.5% |