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 | $140,257 | $115,770+21.2% | $101,248+38.5% | $158,922-11.7% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 9.65% | 56.14%-46.5pp | 46.47%-36.8pp | 302.83%-293.2pp |
| Employer contribution / active EE | $3,252 | $4,175-22.1% | $3,660-11.1% | $4,761-31.7% |
| Participant deferral / active EE | $7,631 | $4,957+53.9% | $4,370+74.6% | $5,982+27.6% |
| Admin fee / account holder | $5,087 | $7,245-29.8% | $5,945-14.4% | $11,246-54.8% |