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 | $128,190 | $106,584+20.3% | $101,326+26.5% | $142,382-10.0% |
| Participation rate | 90.9% | 82.7%+8.2pp | 81.5%+9.4pp | 80.1%+10.8pp |
| Annual return | 15.52% | 36.93%-21.4pp | 36.82%-21.3pp | 217.08%-201.6pp |
| Employer contribution / active EE | $3,525 | $3,956-10.9% | $3,665-3.8% | $4,299-18.0% |
| Participant deferral / active EE | $9,318 | $8,297+12.3% | $7,994+16.6% | $6,507+43.2% |
| Admin fee / account holder | $1,820 | $11,446-84.1% | $11,185-83.7% | $12,624-85.6% |