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 | $133,482 | $114,381+16.7% | $107,525+24.1% | $142,382-6.3% |
| Participation rate | 88.9% | 78.1%+10.8pp | 75.1%+13.8pp | 80.1%+8.8pp |
| Annual return | 12.70% | 242.71%-230.0pp | 181.32%-168.6pp | 217.08%-204.4pp |
| Employer contribution / active EE | $6,812 | $4,015+69.7% | $3,754+81.5% | $4,299+58.5% |
| Participant deferral / active EE | $3,598 | $5,564-35.3% | $5,116-29.7% | $6,507-44.7% |
| Admin fee / account holder | $1,348 | $9,860-86.3% | $8,919-84.9% | $12,624-89.3% |