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 | $133,025 | $127,065+4.7% | $113,168+17.5% | $142,382-6.6% |
| Participation rate | 82.6% | 79.2%+3.4pp | 76.6%+6.0pp | 80.1%+2.5pp |
| Annual return | 10.38% | 24.03%-13.6pp | 24.27%-13.9pp | 217.08%-206.7pp |
| Employer contribution / active EE | $4,004 | $3,442+16.3% | $2,975+34.6% | $4,299-6.9% |
| Participant deferral / active EE | $8,024 | $5,716+40.4% | $5,107+57.1% | $6,507+23.3% |
| Admin fee / account holder | $16,797 | $15,736+6.7% | $12,068+39.2% | $12,624+33.1% |