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 | $124,762 | $106,515+17.1% | $96,683+29.0% | $139,434-10.5% |
| Participation rate | 95.0% | 77.8%+17.2pp | 74.3%+20.7pp | 80.3%+14.7pp |
| Annual return | 19.75% | 38.43%-18.7pp | 35.69%-15.9pp | 372.94%-353.2pp |
| Employer contribution / active EE | $1,489 | $4,103-63.7% | $3,737-60.2% | $4,751-68.7% |
| Participant deferral / active EE | $2,823 | $5,454-48.2% | $4,878-42.1% | $6,710-57.9% |
| Admin fee / account holder | $6,590 | $7,877-16.3% | $6,730-2.1% | $11,403-42.2% |