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 | $112,293 | $109,881+2.2% | $150,045-25.2% | $84,808+32.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 23.96% | 28.25%-4.3pp | 62.55%-38.6pp | 40.90%-16.9pp |
| Employer contribution / active EE | $1,725 | $3,561-51.6% | $4,693-63.2% | $2,631-34.4% |
| Participant deferral / active EE | $4,518 | $6,636-31.9% | $7,997-43.5% | $4,212+7.3% |
| Admin fee / account holder | $5,649 | $8,568-34.1% | $13,435-58.0% | $7,344-23.1% |