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 | $123,938 | $121,625+1.9% | $104,607+18.5% | $158,922-22.0% |
| Participation rate | 73.9% | 77.5%-3.6pp | 74.1%-0.2pp | 82.0%-8.0pp |
| Annual return | 18.41% | 465.26%-446.9pp | 340.46%-322.1pp | 302.83%-284.4pp |
| Employer contribution / active EE | $678 | $3,163-78.6% | $2,681-74.7% | $4,761-85.8% |
| Participant deferral / active EE | $7,223 | $4,177+72.9% | $3,740+93.2% | $5,982+20.7% |
| Admin fee / account holder | $4,993 | $7,787-35.9% | $6,473-22.9% | $11,246-55.6% |