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 | $136,296 | $111,301+22.5% | $112,977+20.6% | $158,922-14.2% |
| Participation rate | 90.9% | 83.5%+7.4pp | 82.6%+8.3pp | 82.0%+9.0pp |
| Annual return | 12.69% | 26.40%-13.7pp | 24.24%-11.5pp | 302.83%-290.1pp |
| Employer contribution / active EE | $6,825 | $4,471+52.6% | $4,255+60.4% | $4,761+43.3% |
| Participant deferral / active EE | $2,950 | $5,880-49.8% | $5,836-49.4% | $5,982-50.7% |
| Admin fee / account holder | $14,474 | $8,392+72.5% | $6,294+130.0% | $11,246+28.7% |