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 | $129,974 | $124,319+4.5% | $111,297+16.8% | $167,490-22.4% |
| Participation rate | 92.3% | 79.6%+12.7pp | 77.3%+15.0pp | 82.1%+10.2pp |
| Annual return | 10.76% | 37.44%-26.7pp | 54.65%-43.9pp | 478.56%-467.8pp |
| Employer contribution / active EE | $2,795 | $3,435-18.6% | $2,731+2.4% | $4,837-42.2% |
| Participant deferral / active EE | $5,989 | $5,180+15.6% | $4,487+33.5% | $6,341-5.5% |
| Admin fee / account holder | $4,355 | $10,618-59.0% | $7,964-45.3% | $12,309-64.6% |