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 | $129,296 | $106,584+21.3% | $101,326+27.6% | $142,382-9.2% |
| Participation rate | 70.8% | 82.7%-11.9pp | 81.5%-10.7pp | 80.1%-9.3pp |
| Annual return | 17.03% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $9,407 | $3,956+137.8% | $3,665+156.6% | $4,299+118.8% |
| Participant deferral / active EE | $12,217 | $8,297+47.2% | $7,994+52.8% | $6,507+87.7% |
| Admin fee / account holder | $16,658 | $11,446+45.5% | $11,185+48.9% | $12,624+32.0% |