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 | $117,592 | $127,777-8.0% | $106,548+10.4% | $167,490-29.8% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 17.01% | 33.87%-16.9pp | 26.80%-9.8pp | 478.56%-461.5pp |
| Employer contribution / active EE | $2,940 | $3,427-14.2% | $2,819+4.3% | $4,837-39.2% |
| Participant deferral / active EE | $5,019 | $5,087-1.3% | $4,398+14.1% | $6,341-20.8% |
| Admin fee / account holder | $3,493 | $11,228-68.9% | $7,407-52.8% | $12,309-71.6% |