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 | $142,465 | $163,101-12.7% | $136,749+4.2% | $142,382+0.1% |
| Participation rate | 88.9% | 78.2%+10.7pp | 72.1%+16.7pp | 80.1%+8.8pp |
| Annual return | 22.68% | 27.54%-4.9pp | 24.33%-1.6pp | 217.08%-194.4pp |
| Employer contribution / active EE | $5,326 | $4,117+29.4% | $3,400+56.7% | $4,299+23.9% |
| Participant deferral / active EE | $9,511 | $5,585+70.3% | $4,692+102.7% | $6,507+46.2% |
| Admin fee / account holder | $13,904 | $14,318-2.9% | $11,386+22.1% | $12,624+10.1% |