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 | $127,745 | $115,770+10.3% | $101,248+26.2% | $158,922-19.6% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 17.73% | 56.14%-38.4pp | 46.47%-28.7pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,847 | $4,175-55.8% | $3,660-49.5% | $4,761-61.2% |
| Participant deferral / active EE | $5,068 | $4,957+2.2% | $4,370+16.0% | $5,982-15.3% |
| Admin fee / account holder | $2,190 | $7,245-69.8% | $5,945-63.2% | $11,246-80.5% |