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 | $108,245 | $118,450-8.6% | $98,439+10.0% | $139,434-22.4% |
| Participation rate | 92.3% | 77.4%+14.9pp | 75.2%+17.1pp | 80.3%+12.0pp |
| Annual return | 24.77% | 18.94%+5.8pp | 21.16%+3.6pp | 372.94%-348.2pp |
| Employer contribution / active EE | $2,326 | $3,609-35.5% | $3,048-23.7% | $4,751-51.0% |
| Participant deferral / active EE | $5,270 | $5,392-2.3% | $4,738+11.2% | $6,710-21.5% |
| Admin fee / account holder | $12,040 | $14,026-14.2% | $8,948+34.6% | $11,403+5.6% |