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 | $124,847 | $201,272-38.0% | $184,203-32.2% | $145,922-14.4% |
| Participation rate | 94.1% | 87.5%+6.6pp | 86.8%+7.3pp | 80.3%+13.8pp |
| Annual return | 11.66% | 29.00%-17.3pp | 28.81%-17.1pp | 561.29%-549.6pp |
| Employer contribution / active EE | $3,935 | $7,022-44.0% | $6,427-38.8% | $4,660-15.6% |
| Participant deferral / active EE | $7,882 | $9,806-19.6% | $9,131-13.7% | $6,688+17.9% |
| Admin fee / account holder | $13,772 | $16,364-15.8% | $13,901-0.9% | $13,397+2.8% |