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 | $141,052 | $112,096+25.8% | $95,952+47.0% | $158,922-11.2% |
| Participation rate | 86.7% | 79.0%+7.7pp | 77.1%+9.6pp | 82.0%+4.7pp |
| Annual return | 14.13% | 171.09%-157.0pp | 91.61%-77.5pp | 302.83%-288.7pp |
| Employer contribution / active EE | $1,381 | $3,198-56.8% | $2,541-45.6% | $4,761-71.0% |
| Participant deferral / active EE | $7,669 | $4,784+60.3% | $4,167+84.0% | $5,982+28.2% |
| Admin fee / account holder | $11,383 | $10,130+12.4% | $6,795+67.5% | $11,246+1.2% |