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 | $125,891 | $107,452+17.2% | $91,541+37.5% | $142,382-11.6% |
| Participation rate | 81.8% | 75.1%+6.7pp | 69.8%+12.0pp | 80.1%+1.7pp |
| Annual return | 16.57% | 22.06%-5.5pp | 20.50%-3.9pp | 217.08%-200.5pp |
| Employer contribution / active EE | $2,702 | $2,994-9.8% | $2,505+7.9% | $4,299-37.2% |
| Participant deferral / active EE | $5,708 | $4,754+20.1% | $4,008+42.4% | $6,507-12.3% |
| Admin fee / account holder | $1,225 | $8,834-86.1% | $6,956-82.4% | $12,624-90.3% |