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 | $135,066 | $110,257+22.5% | $96,544+39.9% | $139,434-3.1% |
| Participation rate | 91.7% | 78.1%+13.6pp | 76.0%+15.7pp | 80.3%+11.3pp |
| Annual return | 17.50% | 26.32%-8.8pp | 25.84%-8.3pp | 372.94%-355.4pp |
| Employer contribution / active EE | $2,626 | $3,620-27.4% | $2,965-11.4% | $4,751-44.7% |
| Participant deferral / active EE | $10,365 | $5,548+86.8% | $4,851+113.7% | $6,710+54.5% |
| Admin fee / account holder | $1,998 | $11,591-82.8% | $8,252-75.8% | $11,403-82.5% |