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 | $121,347 | $112,096+8.3% | $95,952+26.5% | $158,922-23.6% |
| Participation rate | 92.9% | 79.0%+13.9pp | 77.1%+15.8pp | 82.0%+10.9pp |
| Annual return | 15.46% | 171.09%-155.6pp | 91.61%-76.2pp | 302.83%-287.4pp |
| Employer contribution / active EE | $3,252 | $3,198+1.7% | $2,541+28.0% | $4,761-31.7% |
| Participant deferral / active EE | $5,209 | $4,784+8.9% | $4,167+25.0% | $5,982-12.9% |
| Admin fee / account holder | $847 | $10,130-91.6% | $6,795-87.5% | $11,246-92.5% |