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 | $120,496 | $107,452+12.1% | $91,541+31.6% | $142,382-15.4% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.8%+8.8pp | 80.1%-1.5pp |
| Annual return | 13.83% | 22.06%-8.2pp | 20.50%-6.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $1,404 | $2,994-53.1% | $2,505-43.9% | $4,299-67.3% |
| Participant deferral / active EE | $5,708 | $4,754+20.1% | $4,008+42.4% | $6,507-12.3% |
| Admin fee / account holder | $5,435 | $8,834-38.5% | $6,956-21.9% | $12,624-56.9% |