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 | $138,350 | $109,881+25.9% | $150,045-7.8% | $84,808+63.1% |
| Participation rate | 83.8% | 76.1%+7.7pp | 82.3%+1.5pp | 68.3%+15.5pp |
| Annual return | 16.88% | 28.25%-11.4pp | 62.55%-45.7pp | 40.90%-24.0pp |
| Employer contribution / active EE | $2,819 | $3,561-20.9% | $4,693-39.9% | $2,631+7.1% |
| Participant deferral / active EE | $8,982 | $6,636+35.4% | $7,997+12.3% | $4,212+113.3% |
| Admin fee / account holder | $1,355 | $8,568-84.2% | $13,435-89.9% | $7,344-81.6% |