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 | $148,330 | $133,922+10.8% | $116,228+27.6% | $142,382+4.2% |
| Participation rate | 84.6% | 77.9%+6.8pp | 74.6%+10.1pp | 80.1%+4.5pp |
| Annual return | 15.88% | 147.76%-131.9pp | 90.06%-74.2pp | 217.08%-201.2pp |
| Employer contribution / active EE | $2,216 | $3,446-35.7% | $2,994-26.0% | $4,299-48.5% |
| Participant deferral / active EE | $6,237 | $5,672+10.0% | $4,953+25.9% | $6,507-4.2% |
| Admin fee / account holder | $4,252 | $14,945-71.5% | $11,989-64.5% | $12,624-66.3% |