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 | $114,862 | $102,966+11.6% | $90,281+27.2% | $152,861-24.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 20.30% | 95.16%-74.9pp | 78.10%-57.8pp | 345.32%-325.0pp |
| Employer contribution / active EE | $1,133 | $3,139-63.9% | $2,854-60.3% | $4,762-76.2% |
| Participant deferral / active EE | $3,328 | $4,281-22.3% | $3,885-14.4% | $5,850-43.1% |
| Admin fee / account holder | $3,031 | $6,171-50.9% | $5,351-43.4% | $11,596-73.9% |