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 | $125,413 | $117,381+6.8% | $99,443+26.1% | $152,861-18.0% |
| Participation rate | 88.9% | 77.5%+11.3pp | 73.8%+15.1pp | 82.4%+6.4pp |
| Annual return | 24.10% | 31.87%-7.8pp | 30.72%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $2,861 | $3,013-5.0% | $2,540+12.6% | $4,762-39.9% |
| Participant deferral / active EE | $6,519 | $4,086+59.6% | $3,619+80.2% | $5,850+11.4% |
| Admin fee / account holder | $1,500 | $7,631-80.3% | $6,250-76.0% | $11,596-87.1% |