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 6-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 | $100,031 | $95,266+5.0% | $82,389+21.4% | $142,382-29.7% |
| Participation rate | 91.3% | 74.5%+16.8pp | 69.5%+21.8pp | 80.1%+11.2pp |
| Annual return | 15.36% | 25.74%-10.4pp | 28.67%-13.3pp | 217.08%-201.7pp |
| Employer contribution / active EE | $2,299 | $2,991-23.1% | $2,517-8.6% | $4,299-46.5% |
| Participant deferral / active EE | $4,693 | $4,809-2.4% | $4,155+13.0% | $6,507-27.9% |
| Admin fee / account holder | $1,216 | $8,563-85.8% | $7,231-83.2% | $12,624-90.4% |