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 | $126,541 | $102,616+23.3% | $81,983+54.4% | $158,922-20.4% |
| Participation rate | 84.6% | 75.5%+9.1pp | 69.2%+15.4pp | 82.0%+2.7pp |
| Annual return | 24.73% | 61.04%-36.3pp | 41.31%-16.6pp | 302.83%-278.1pp |
| Employer contribution / active EE | $2,294 | $3,240-29.2% | $2,498-8.2% | $4,761-51.8% |
| Participant deferral / active EE | $4,218 | $4,648-9.2% | $3,722+13.3% | $5,982-29.5% |
| Admin fee / account holder | $2,226 | $8,235-73.0% | $5,664-60.7% | $11,246-80.2% |