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 | $102,813 | $99,652+3.2% | $78,778+30.5% | $147,584-30.3% |
| Participation rate | 92.9% | 76.2%+16.6pp | 69.2%+23.7pp | 82.8%+10.0pp |
| Annual return | 19.44% | 47.28%-27.8pp | 35.62%-16.2pp | 578.55%-559.1pp |
| Employer contribution / active EE | $2,929 | $2,796+4.8% | $1,986+47.5% | $4,876-39.9% |
| Participant deferral / active EE | $4,954 | $3,664+35.2% | $2,958+67.5% | $5,439-8.9% |
| Admin fee / account holder | $7,908 | $7,155+10.5% | $5,134+54.0% | $10,885-27.4% |