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 | $131,304 | $107,334+22.3% | $92,893+41.3% | $152,861-14.1% |
| Participation rate | 94.1% | 79.8%+14.3pp | 76.0%+18.1pp | 82.4%+11.7pp |
| Annual return | 21.08% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,359 | $4,221-44.1% | $3,653-35.4% | $4,762-50.5% |
| Participant deferral / active EE | $4,655 | $4,845-3.9% | $4,236+9.9% | $5,850-20.4% |
| Admin fee / account holder | $1,849 | $7,079-73.9% | $5,794-68.1% | $11,596-84.1% |