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 | $134,872 | $106,584+26.5% | $101,326+33.1% | $142,382-5.3% |
| Participation rate | 92.9% | 82.7%+10.2pp | 81.5%+11.4pp | 80.1%+12.7pp |
| Annual return | 20.77% | 36.93%-16.2pp | 36.82%-16.0pp | 217.08%-196.3pp |
| Employer contribution / active EE | $3,325 | $3,956-16.0% | $3,665-9.3% | $4,299-22.7% |
| Participant deferral / active EE | $11,693 | $8,297+40.9% | $7,994+46.3% | $6,507+79.7% |
| Admin fee / account holder | $7,457 | $11,446-34.8% | $11,185-33.3% | $12,624-40.9% |