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 | $122,128 | $124,281-1.7% | $109,143+11.9% | $167,490-27.1% |
| Participation rate | 87.0% | 79.4%+7.5pp | 75.9%+11.1pp | 82.1%+4.9pp |
| Annual return | 10.42% | 26.04%-15.6pp | 25.75%-15.3pp | 478.56%-468.1pp |
| Employer contribution / active EE | $5,976 | $4,207+42.0% | $3,722+60.6% | $4,837+23.5% |
| Participant deferral / active EE | $3,508 | $5,255-33.2% | $4,653-24.6% | $6,341-44.7% |
| Admin fee / account holder | $16,100 | $7,970+102.0% | $6,752+138.4% | $12,309+30.8% |