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 | $127,346 | $112,096+13.6% | $95,952+32.7% | $158,922-19.9% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 26.33% | 171.09%-144.8pp | 91.61%-65.3pp | 302.83%-276.5pp |
| Employer contribution / active EE | $2,483 | $3,198-22.4% | $2,541-2.3% | $4,761-47.9% |
| Participant deferral / active EE | $5,634 | $4,784+17.8% | $4,167+35.2% | $5,982-5.8% |
| Admin fee / account holder | $4,877 | $10,130-51.9% | $6,795-28.2% | $11,246-56.6% |