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 | $133,029 | $127,065+4.7% | $113,168+17.6% | $142,382-6.6% |
| Participation rate | 73.9% | 79.2%-5.3pp | 76.6%-2.7pp | 80.1%-6.2pp |
| Annual return | 14.41% | 24.03%-9.6pp | 24.27%-9.9pp | 217.08%-202.7pp |
| Employer contribution / active EE | $3,344 | $3,442-2.9% | $2,975+12.4% | $4,299-22.2% |
| Participant deferral / active EE | $3,651 | $5,716-36.1% | $5,107-28.5% | $6,507-43.9% |
| Admin fee / account holder | $3,624 | $15,736-77.0% | $12,068-70.0% | $12,624-71.3% |