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 | $120,049 | $109,881+9.3% | $150,045-20.0% | $84,808+41.6% |
| Participation rate | 94.7% | 76.1%+18.7pp | 82.3%+12.4pp | 68.3%+26.4pp |
| Annual return | 19.27% | 28.25%-9.0pp | 62.55%-43.3pp | 40.90%-21.6pp |
| Employer contribution / active EE | $3,398 | $3,561-4.6% | $4,693-27.6% | $2,631+29.1% |
| Participant deferral / active EE | $9,036 | $6,636+36.2% | $7,997+13.0% | $4,212+114.5% |
| Admin fee / account holder | $1,181 | $8,568-86.2% | $13,435-91.2% | $7,344-83.9% |