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 | $126,956 | $126,574+0.3% | $106,213+19.5% | $145,922-13.0% |
| Participation rate | 91.7% | 77.6%+14.0pp | 75.3%+16.4pp | 80.3%+11.4pp |
| Annual return | 14.72% | 224.79%-210.1pp | 116.14%-101.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,477 | $3,730-33.6% | $3,171-21.9% | $4,660-46.8% |
| Participant deferral / active EE | $6,039 | $5,724+5.5% | $5,016+20.4% | $6,688-9.7% |
| Admin fee / account holder | $2,881 | $17,304-83.3% | $11,033-73.9% | $13,397-78.5% |