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 | $134,236 | $107,334+25.1% | $92,893+44.5% | $152,861-12.2% |
| Participation rate | 95.2% | 79.8%+15.5pp | 76.0%+19.2pp | 82.4%+12.8pp |
| Annual return | 21.94% | 145.58%-123.6pp | 109.41%-87.5pp | 345.32%-323.4pp |
| Employer contribution / active EE | $2,661 | $4,221-36.9% | $3,653-27.1% | $4,762-44.1% |
| Participant deferral / active EE | $8,818 | $4,845+82.0% | $4,236+108.2% | $5,850+50.7% |
| Admin fee / account holder | $12,315 | $7,079+74.0% | $5,794+112.5% | $11,596+6.2% |