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 | $118,184 | $110,257+7.2% | $96,544+22.4% | $139,434-15.2% |
| Participation rate | 95.8% | 78.1%+17.7pp | 76.0%+19.9pp | 80.3%+15.5pp |
| Annual return | 24.84% | 26.32%-1.5pp | 25.84%-1.0pp | 372.94%-348.1pp |
| Employer contribution / active EE | $1,038 | $3,620-71.3% | $2,965-65.0% | $4,751-78.2% |
| Participant deferral / active EE | $5,057 | $5,548-8.8% | $4,851+4.2% | $6,710-24.6% |
| Admin fee / account holder | $2,952 | $11,591-74.5% | $8,252-64.2% | $11,403-74.1% |