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 6-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 | $129,616 | $109,982+17.9% | $97,226+33.3% | $145,922-11.2% |
| Participation rate | 87.5% | 75.9%+11.6pp | 72.7%+14.8pp | 80.3%+7.2pp |
| Annual return | 9.79% | 242.90%-233.1pp | 75.13%-65.3pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,193 | $3,084+3.5% | $2,729+17.0% | $4,660-31.5% |
| Participant deferral / active EE | $13,925 | $4,676+197.8% | $4,264+226.6% | $6,688+108.2% |
| Admin fee / account holder | $3,187 | $6,221-48.8% | $5,654-43.6% | $13,397-76.2% |