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 | $118,200 | $99,918+18.3% | $81,382+45.2% | $145,922-19.0% |
| Participation rate | 71.4% | 74.2%-2.7pp | 69.5%+1.9pp | 80.3%-8.8pp |
| Annual return | 22.36% | 34.32%-12.0pp | 24.73%-2.4pp | 561.29%-538.9pp |
| Employer contribution / active EE | $680 | $2,978-77.2% | $2,463-72.4% | $4,660-85.4% |
| Participant deferral / active EE | $1,029 | $4,605-77.7% | $3,883-73.5% | $6,688-84.6% |
| Admin fee / account holder | $1,984 | $8,212-75.8% | $5,768-65.6% | $13,397-85.2% |