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 | $125,546 | $109,881+14.3% | $150,045-16.3% | $84,808+48.0% |
| Participation rate | 92.0% | 76.1%+15.9pp | 82.3%+9.7pp | 68.3%+23.7pp |
| Annual return | 14.42% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,912 | $3,561-18.2% | $4,693-38.0% | $2,631+10.7% |
| Participant deferral / active EE | $8,057 | $6,636+21.4% | $7,997+0.8% | $4,212+91.3% |
| Admin fee / account holder | $1,833 | $8,568-78.6% | $13,435-86.4% | $7,344-75.0% |