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 | $127,606 | $117,841+8.3% | $102,423+24.6% | $145,922-12.6% |
| Participation rate | 77.3% | 78.6%-1.3pp | 76.5%+0.8pp | 80.3%-3.0pp |
| Annual return | 10.84% | 31.65%-20.8pp | 29.32%-18.5pp | 561.29%-550.4pp |
| Employer contribution / active EE | $1,315 | $3,615-63.6% | $3,023-56.5% | $4,660-71.8% |
| Participant deferral / active EE | $6,145 | $5,731+7.2% | $5,053+21.6% | $6,688-8.1% |
| Admin fee / account holder | $1,035 | $13,326-92.2% | $9,451-89.0% | $13,397-92.3% |