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 | $128,046 | $106,890+19.8% | $84,015+52.4% | $152,861-16.2% |
| Participation rate | 81.8% | 75.2%+6.6pp | 69.0%+12.8pp | 82.4%-0.6pp |
| Annual return | 15.90% | 104.99%-89.1pp | 71.31%-55.4pp | 345.32%-329.4pp |
| Employer contribution / active EE | $1,822 | $2,734-33.4% | $1,983-8.1% | $4,762-61.7% |
| Participant deferral / active EE | $5,185 | $4,011+29.3% | $3,239+60.1% | $5,850-11.4% |
| Admin fee / account holder | $1,134 | $8,285-86.3% | $6,101-81.4% | $11,596-90.2% |