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 5-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 | $117,721 | $114,381+2.9% | $107,525+9.5% | $142,382-17.3% |
| Participation rate | 81.0% | 78.1%+2.8pp | 75.1%+5.9pp | 80.1%+0.8pp |
| Annual return | 25.93% | 242.71%-216.8pp | 181.32%-155.4pp | 217.08%-191.1pp |
| Employer contribution / active EE | $1,602 | $4,015-60.1% | $3,754-57.3% | $4,299-62.7% |
| Participant deferral / active EE | $1,883 | $5,564-66.2% | $5,116-63.2% | $6,507-71.1% |
| Admin fee / account holder | $371 | $9,860-96.2% | $8,919-95.8% | $12,624-97.1% |