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 | $122,096 | $117,983+3.5% | $101,794+19.9% | $142,382-14.2% |
| Participation rate | 81.8% | 74.2%+7.6pp | 69.2%+12.6pp | 80.1%+1.7pp |
| Annual return | 14.30% | 36.92%-22.6pp | 30.53%-16.2pp | 217.08%-202.8pp |
| Employer contribution / active EE | $567 | $2,773-79.6% | $2,289-75.2% | $4,299-86.8% |
| Participant deferral / active EE | $6,616 | $4,714+40.4% | $4,084+62.0% | $6,507+1.7% |
| Admin fee / account holder | $5,055 | $10,433-51.6% | $8,777-42.4% | $12,624-60.0% |