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 | $140,813 | $109,881+28.2% | $150,045-6.2% | $84,808+66.0% |
| Participation rate | 79.3% | 76.1%+3.2pp | 82.3%-3.0pp | 68.3%+11.0pp |
| Annual return | 18.01% | 28.25%-10.2pp | 62.55%-44.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $3,409 | $3,561-4.3% | $4,693-27.4% | $2,631+29.6% |
| Participant deferral / active EE | $7,659 | $6,636+15.4% | $7,997-4.2% | $4,212+81.9% |
| Admin fee / account holder | $11,623 | $8,568+35.7% | $13,435-13.5% | $7,344+58.3% |