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 | $152,073 | $148,534+2.4% | $135,903+11.9% | $139,434+9.1% |
| Participation rate | 94.7% | 83.9%+10.9pp | 81.9%+12.8pp | 80.3%+14.4pp |
| Annual return | 20.36% | 79.19%-58.8pp | 68.23%-47.9pp | 372.94%-352.6pp |
| Employer contribution / active EE | $4,022 | $5,243-23.3% | $4,856-17.2% | $4,751-15.3% |
| Participant deferral / active EE | $9,866 | $8,100+21.8% | $7,758+27.2% | $6,710+47.0% |
| Admin fee / account holder | $3,577 | $12,400-71.2% | $10,762-66.8% | $11,403-68.6% |