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 | $139,953 | $110,261+26.9% | $95,745+46.2% | $139,434+0.4% |
| Participation rate | 75.0% | 75.8%-0.8pp | 72.3%+2.7pp | 80.3%-5.3pp |
| Annual return | 15.57% | 27.11%-11.5pp | 28.35%-12.8pp | 372.94%-357.4pp |
| Employer contribution / active EE | $10,579 | $3,257+224.8% | $2,835+273.2% | $4,751+122.7% |
| Participant deferral / active EE | $3,119 | $4,676-33.3% | $4,245-26.5% | $6,710-53.5% |
| Admin fee / account holder | $2,281 | $6,613-65.5% | $5,678-59.8% | $11,403-80.0% |