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 | $130,581 | $112,096+16.5% | $95,952+36.1% | $158,922-17.8% |
| Participation rate | 82.4% | 79.0%+3.4pp | 77.1%+5.3pp | 82.0%+0.4pp |
| Annual return | 17.45% | 171.09%-153.6pp | 91.61%-74.2pp | 302.83%-285.4pp |
| Employer contribution / active EE | $5,669 | $3,198+77.3% | $2,541+123.1% | $4,761+19.1% |
| Participant deferral / active EE | $4,432 | $4,784-7.4% | $4,167+6.4% | $5,982-25.9% |
| Admin fee / account holder | $1,254 | $10,130-87.6% | $6,795-81.5% | $11,246-88.8% |