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 | $126,265 | $198,466-36.4% | $170,442-25.9% | $147,584-14.4% |
| Participation rate | 88.2% | 88.0%+0.3pp | 83.6%+4.6pp | 82.8%+5.4pp |
| Annual return | 10.77% | 257.29%-246.5pp | 205.93%-195.2pp | 578.55%-567.8pp |
| Employer contribution / active EE | $2,279 | $6,184-63.1% | $5,433-58.1% | $4,876-53.3% |
| Participant deferral / active EE | $6,977 | $5,629+23.9% | $4,939+41.2% | $5,439+28.3% |
| Admin fee / account holder | $7,616 | $16,852-54.8% | $13,880-45.1% | $10,885-30.0% |