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 | $132,905 | $99,652+33.4% | $78,778+68.7% | $147,584-9.9% |
| Participation rate | 78.6% | 76.2%+2.3pp | 69.2%+9.4pp | 82.8%-4.3pp |
| Annual return | 13.37% | 47.28%-33.9pp | 35.62%-22.2pp | 578.55%-565.2pp |
| Employer contribution / active EE | $2,426 | $2,796-13.2% | $1,986+22.2% | $4,876-50.3% |
| Participant deferral / active EE | $5,932 | $3,664+61.9% | $2,958+100.5% | $5,439+9.1% |
| Admin fee / account holder | $1,394 | $7,155-80.5% | $5,134-72.8% | $10,885-87.2% |