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 | $114,167 | $110,257+3.5% | $96,544+18.3% | $139,434-18.1% |
| Participation rate | 84.2% | 78.1%+6.1pp | 76.0%+8.2pp | 80.3%+3.9pp |
| Annual return | 20.84% | 26.32%-5.5pp | 25.84%-5.0pp | 372.94%-352.1pp |
| Employer contribution / active EE | $3,950 | $3,620+9.1% | $2,965+33.2% | $4,751-16.9% |
| Participant deferral / active EE | $6,497 | $5,548+17.1% | $4,851+33.9% | $6,710-3.2% |
| Admin fee / account holder | $7,508 | $11,591-35.2% | $8,252-9.0% | $11,403-34.2% |