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 | $128,831 | $114,381+12.6% | $107,525+19.8% | $142,382-9.5% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 13.91% | 242.71%-228.8pp | 181.32%-167.4pp | 217.08%-203.2pp |
| Employer contribution / active EE | $3,687 | $4,015-8.2% | $3,754-1.8% | $4,299-14.2% |
| Participant deferral / active EE | $9,813 | $5,564+76.4% | $5,116+91.8% | $6,507+50.8% |
| Admin fee / account holder | $4,237 | $9,860-57.0% | $8,919-52.5% | $12,624-66.4% |