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 | $113,742 | $103,376+10.0% | $87,100+30.6% | $152,861-25.6% |
| Participation rate | 71.4% | 79.3%-7.9pp | 76.9%-5.4pp | 82.4%-11.0pp |
| Annual return | 24.56% | 28.10%-3.5pp | 28.19%-3.6pp | 345.32%-320.8pp |
| Employer contribution / active EE | $1,224 | $3,220-62.0% | $2,521-51.5% | $4,762-74.3% |
| Participant deferral / active EE | $6,039 | $4,778+26.4% | $4,049+49.2% | $5,850+3.2% |
| Admin fee / account holder | $2,496 | $12,205-79.5% | $7,497-66.7% | $11,596-78.5% |