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 | $114,881 | $99,985+14.9% | $146,665-21.7% | $85,850+33.8% |
| Participation rate | 96.4% | 73.1%+23.4pp | 80.1%+16.4pp | 69.3%+27.1pp |
| Annual return | 11.27% | 18.93%-7.7pp | 22.74%-11.5pp | 318.53%-307.3pp |
| Employer contribution / active EE | $3,430 | $2,559+34.0% | $4,136-17.1% | $2,565+33.7% |
| Participant deferral / active EE | $5,638 | $4,006+40.7% | $5,506+2.4% | $3,952+42.7% |
| Admin fee / account holder | $4,993 | $7,702-35.2% | $10,280-51.4% | $6,260-20.2% |