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 | $131,979 | $100,773+31.0% | $88,946+48.4% | $142,382-7.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 68.8%+6.2pp | 80.1%-5.1pp |
| Annual return | 12.44% | 70.18%-57.7pp | 57.82%-45.4pp | 217.08%-204.6pp |
| Employer contribution / active EE | $3,308 | $2,918+13.4% | $2,555+29.5% | $4,299-23.0% |
| Participant deferral / active EE | $1,613 | $5,230-69.2% | $4,581-64.8% | $6,507-75.2% |
| Admin fee / account holder | $78,199 | $9,693+706.8% | $8,261+846.6% | $12,624+519.5% |