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 | $116,243 | $112,096+3.7% | $95,952+21.1% | $158,922-26.9% |
| Participation rate | 94.7% | 79.0%+15.8pp | 77.1%+17.7pp | 82.0%+12.8pp |
| Annual return | 7.87% | 171.09%-163.2pp | 91.61%-83.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $2,800 | $3,198-12.4% | $2,541+10.2% | $4,761-41.2% |
| Participant deferral / active EE | $7,244 | $4,784+51.4% | $4,167+73.8% | $5,982+21.1% |
| Admin fee / account holder | $1,564 | $10,130-84.6% | $6,795-77.0% | $11,246-86.1% |