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 | $119,917 | $112,096+7.0% | $95,952+25.0% | $158,922-24.5% |
| Participation rate | 77.8% | 79.0%-1.2pp | 77.1%+0.7pp | 82.0%-4.2pp |
| Annual return | 18.70% | 171.09%-152.4pp | 91.61%-72.9pp | 302.83%-284.1pp |
| Employer contribution / active EE | $5,685 | $3,198+77.8% | $2,541+123.7% | $4,761+19.4% |
| Participant deferral / active EE | $2,988 | $4,784-37.5% | $4,167-28.3% | $5,982-50.0% |
| Admin fee / account holder | $4,302 | $10,130-57.5% | $6,795-36.7% | $11,246-61.7% |