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 | $130,868 | $124,319+5.3% | $111,297+17.6% | $167,490-21.9% |
| Participation rate | 95.8% | 79.6%+16.2pp | 77.3%+18.5pp | 82.1%+13.7pp |
| Annual return | 10.80% | 37.44%-26.6pp | 54.65%-43.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $6,459 | $3,435+88.0% | $2,731+136.5% | $4,837+33.5% |
| Participant deferral / active EE | $0 | $5,180-100.0% | $4,487-100.0% | $6,341-100.0% |
| Admin fee / account holder | $12,763 | $10,618+20.2% | $7,964+60.3% | $12,309+3.7% |