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 | $125,528 | $112,881+11.2% | $90,951+38.0% | $158,922-21.0% |
| Participation rate | 70.6% | 74.7%-4.1pp | 69.0%+1.6pp | 82.0%-11.4pp |
| Annual return | 12.89% | 215.79%-202.9pp | 134.60%-121.7pp | 302.83%-289.9pp |
| Employer contribution / active EE | $2,124 | $2,893-26.6% | $2,122+0.1% | $4,761-55.4% |
| Participant deferral / active EE | $6,181 | $4,128+49.7% | $3,373+83.3% | $5,982+3.3% |
| Admin fee / account holder | $841 | $8,041-89.5% | $5,959-85.9% | $11,246-92.5% |