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 | $106,651 | $106,584+0.1% | $101,326+5.3% | $142,382-25.1% |
| Participation rate | 88.9% | 82.7%+6.2pp | 81.5%+7.4pp | 80.1%+8.8pp |
| Annual return | 17.59% | 36.93%-19.3pp | 36.82%-19.2pp | 217.08%-199.5pp |
| Employer contribution / active EE | $2,478 | $3,956-37.4% | $3,665-32.4% | $4,299-42.4% |
| Participant deferral / active EE | $9,985 | $8,297+20.3% | $7,994+24.9% | $6,507+53.4% |
| Admin fee / account holder | $20,117 | $11,446+75.7% | $11,185+79.9% | $12,624+59.4% |