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 | $131,272 | $103,376+27.0% | $87,100+50.7% | $152,861-14.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 103.02% | 28.10%+74.9pp | 28.19%+74.8pp | 345.32%-242.3pp |
| Employer contribution / active EE | $1,428 | $3,220-55.7% | $2,521-43.4% | $4,762-70.0% |
| Participant deferral / active EE | $2,596 | $4,778-45.7% | $4,049-35.9% | $5,850-55.6% |
| Admin fee / account holder | $2,202 | $12,205-82.0% | $7,497-70.6% | $11,596-81.0% |