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 | $116,060 | $94,625+22.7% | $116,228-0.1% | $84,808+36.9% |
| Participation rate | 92.6% | 70.4%+22.1pp | 74.6%+18.0pp | 68.3%+24.3pp |
| Annual return | 17.14% | 20.40%-3.3pp | 90.06%-72.9pp | 40.90%-23.8pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,994-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $4,633 | $3,972+16.6% | $4,953-6.5% | $4,212+10.0% |
| Admin fee / account holder | $1,510 | $10,091-85.0% | $11,989-87.4% | $7,344-79.4% |