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 | $141,149 | $127,065+11.1% | $113,168+24.7% | $142,382-0.9% |
| Participation rate | 95.7% | 79.2%+16.4pp | 76.6%+19.1pp | 80.1%+15.5pp |
| Annual return | 15.16% | 24.03%-8.9pp | 24.27%-9.1pp | 217.08%-201.9pp |
| Employer contribution / active EE | $8,335 | $3,442+142.2% | $2,975+180.2% | $4,299+93.9% |
| Participant deferral / active EE | $6,082 | $5,716+6.4% | $5,107+19.1% | $6,507-6.5% |
| Admin fee / account holder | $24,800 | $15,736+57.6% | $12,068+105.5% | $12,624+96.5% |