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 | $120,091 | $99,079+21.2% | $77,999+54.0% | $273,961-56.2% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.5%+6.3pp | 83.0%-1.2pp |
| Annual return | 5.77% | 217.93%-212.2pp | 425.96%-420.2pp | 41.45%-35.7pp |
| Employer contribution / active EE | $1,601 | $3,308-51.6% | $2,470-35.2% | $4,869-67.1% |
| Participant deferral / active EE | $6,419 | $4,306+49.1% | $3,497+83.6% | $5,287+21.4% |
| Admin fee / account holder | $911 | $8,954-89.8% | $5,480-83.4% | $10,132-91.0% |