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 | $141,099 | $127,065+11.0% | $113,168+24.7% | $142,382-0.9% |
| Participation rate | 89.5% | 79.2%+10.3pp | 76.6%+12.9pp | 80.1%+9.4pp |
| Annual return | 15.94% | 24.03%-8.1pp | 24.27%-8.3pp | 217.08%-201.1pp |
| Employer contribution / active EE | $1,816 | $3,442-47.2% | $2,975-39.0% | $4,299-57.8% |
| Participant deferral / active EE | $14,339 | $5,716+150.8% | $5,107+180.8% | $6,507+120.4% |
| Admin fee / account holder | $4,859 | $15,736-69.1% | $12,068-59.7% | $12,624-61.5% |