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 | $127,067 | $106,584+19.2% | $101,326+25.4% | $142,382-10.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 17.03% | 36.93%-19.9pp | 36.82%-19.8pp | 217.08%-200.0pp |
| Employer contribution / active EE | $2,235 | $3,956-43.5% | $3,665-39.0% | $4,299-48.0% |
| Participant deferral / active EE | $7,799 | $8,297-6.0% | $7,994-2.4% | $6,507+19.9% |
| Admin fee / account holder | $12,500 | $11,446+9.2% | $11,185+11.8% | $12,624-1.0% |