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 | $124,288 | $112,881+10.1% | $90,951+36.7% | $158,922-21.8% |
| Participation rate | 85.7% | 74.7%+11.0pp | 69.0%+16.7pp | 82.0%+3.8pp |
| Annual return | 13.53% | 215.79%-202.3pp | 134.60%-121.1pp | 302.83%-289.3pp |
| Employer contribution / active EE | $1,181 | $2,893-59.2% | $2,122-44.4% | $4,761-75.2% |
| Participant deferral / active EE | $4,272 | $4,128+3.5% | $3,373+26.7% | $5,982-28.6% |
| Admin fee / account holder | $1,111 | $8,041-86.2% | $5,959-81.4% | $11,246-90.1% |