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 | $117,107 | $127,065-7.8% | $113,168+3.5% | $142,382-17.8% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 14.81% | 24.03%-9.2pp | 24.27%-9.5pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,828 | $3,442+11.2% | $2,975+28.7% | $4,299-11.0% |
| Participant deferral / active EE | $7,076 | $5,716+23.8% | $5,107+38.6% | $6,507+8.7% |
| Admin fee / account holder | $3,481 | $15,736-77.9% | $12,068-71.2% | $12,624-72.4% |