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 | $114,398 | $100,773+13.5% | $88,946+28.6% | $142,382-19.7% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 14.04% | 70.18%-56.1pp | 57.82%-43.8pp | 217.08%-203.0pp |
| Employer contribution / active EE | $1,818 | $2,918-37.7% | $2,555-28.9% | $4,299-57.7% |
| Participant deferral / active EE | $6,030 | $5,230+15.3% | $4,581+31.6% | $6,507-7.3% |
| Admin fee / account holder | $7,508 | $9,693-22.5% | $8,261-9.1% | $12,624-40.5% |