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 | $134,762 | $133,922+0.6% | $116,228+15.9% | $142,382-5.4% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.6%+8.8pp | 80.1%+3.2pp |
| Annual return | 14.87% | 147.76%-132.9pp | 90.06%-75.2pp | 217.08%-202.2pp |
| Employer contribution / active EE | $2,324 | $3,446-32.5% | $2,994-22.4% | $4,299-45.9% |
| Participant deferral / active EE | $8,251 | $5,672+45.5% | $4,953+66.6% | $6,507+26.8% |
| Admin fee / account holder | $109,745 | $14,945+634.3% | $11,989+815.4% | $12,624+769.4% |