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 | $121,859 | $114,381+6.5% | $107,525+13.3% | $142,382-14.4% |
| Participation rate | 94.1% | 78.1%+16.0pp | 75.1%+19.0pp | 80.1%+14.0pp |
| Annual return | 20.89% | 242.71%-221.8pp | 181.32%-160.4pp | 217.08%-196.2pp |
| Employer contribution / active EE | $3,807 | $4,015-5.2% | $3,754+1.4% | $4,299-11.5% |
| Participant deferral / active EE | $8,501 | $5,564+52.8% | $5,116+66.2% | $6,507+30.6% |
| Admin fee / account holder | $7,657 | $9,860-22.3% | $8,919-14.1% | $12,624-39.3% |