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 | $127,323 | $115,770+10.0% | $101,248+25.8% | $158,922-19.9% |
| Participation rate | 85.7% | 79.4%+6.3pp | 75.8%+9.9pp | 82.0%+3.8pp |
| Annual return | 13.33% | 56.14%-42.8pp | 46.47%-33.1pp | 302.83%-289.5pp |
| Employer contribution / active EE | $6,258 | $4,175+49.9% | $3,660+71.0% | $4,761+31.4% |
| Participant deferral / active EE | $5,611 | $4,957+13.2% | $4,370+28.4% | $5,982-6.2% |
| Admin fee / account holder | $5,742 | $7,245-20.7% | $5,945-3.4% | $11,246-48.9% |