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 | $125,300 | $99,985+25.3% | $146,665-14.6% | $85,850+46.0% |
| Participation rate | 70.6% | 73.1%-2.5pp | 80.1%-9.5pp | 69.3%+1.3pp |
| Annual return | 18.51% | 18.93%-0.4pp | 22.74%-4.2pp | 318.53%-300.0pp |
| Employer contribution / active EE | $2,076 | $2,559-18.9% | $4,136-49.8% | $2,565-19.1% |
| Participant deferral / active EE | $4,609 | $4,006+15.1% | $5,506-16.3% | $3,952+16.6% |
| Admin fee / account holder | $1,716 | $7,702-77.7% | $10,280-83.3% | $6,260-72.6% |