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 | $120,077 | $117,983+1.8% | $101,794+18.0% | $142,382-15.7% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 19.55% | 36.92%-17.4pp | 30.53%-11.0pp | 217.08%-197.5pp |
| Employer contribution / active EE | $3,286 | $2,773+18.5% | $2,289+43.6% | $4,299-23.6% |
| Participant deferral / active EE | $9,498 | $4,714+101.5% | $4,084+132.6% | $6,507+46.0% |
| Admin fee / account holder | $12,157 | $10,433+16.5% | $8,777+38.5% | $12,624-3.7% |