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 | $121,949 | $112,096+8.8% | $95,952+27.1% | $158,922-23.3% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 23.28% | 171.09%-147.8pp | 91.61%-68.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $2,348 | $3,198-26.6% | $2,541-7.6% | $4,761-50.7% |
| Participant deferral / active EE | $2,971 | $4,784-37.9% | $4,167-28.7% | $5,982-50.3% |
| Admin fee / account holder | $320 | $10,130-96.8% | $6,795-95.3% | $11,246-97.2% |