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 | $123,018 | $127,065-3.2% | $113,168+8.7% | $142,382-13.6% |
| Participation rate | 93.3% | 79.2%+14.1pp | 76.6%+16.8pp | 80.1%+13.2pp |
| Annual return | 18.50% | 24.03%-5.5pp | 24.27%-5.8pp | 217.08%-198.6pp |
| Employer contribution / active EE | $2,456 | $3,442-28.7% | $2,975-17.5% | $4,299-42.9% |
| Participant deferral / active EE | $7,747 | $5,716+35.5% | $5,107+51.7% | $6,507+19.1% |
| Admin fee / account holder | $1,284 | $15,736-91.8% | $12,068-89.4% | $12,624-89.8% |