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 | $124,732 | $105,998+17.7% | $92,233+35.2% | $147,584-15.5% |
| Participation rate | 89.5% | 80.4%+9.1pp | 76.5%+13.0pp | 82.8%+6.6pp |
| Annual return | 20.62% | 50.05%-29.4pp | 176.28%-155.7pp | 578.55%-557.9pp |
| Employer contribution / active EE | $1,878 | $4,333-56.7% | $3,679-49.0% | $4,876-61.5% |
| Participant deferral / active EE | $4,228 | $4,478-5.6% | $3,897+8.5% | $5,439-22.3% |
| Admin fee / account holder | $1,791 | $6,332-71.7% | $5,194-65.5% | $10,885-83.5% |