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 | $140,799 | $144,119-2.3% | $117,854+19.5% | $147,584-4.6% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 12.55% | 531.15%-518.6pp | 335.08%-322.5pp | 578.55%-566.0pp |
| Employer contribution / active EE | $2,889 | $4,896-41.0% | $3,786-23.7% | $4,876-40.7% |
| Participant deferral / active EE | $9,467 | $5,316+78.1% | $4,482+111.2% | $5,439+74.1% |
| Admin fee / account holder | $2,501 | $10,886-77.0% | $8,020-68.8% | $10,885-77.0% |