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 | $125,365 | $100,773+24.4% | $88,946+40.9% | $142,382-12.0% |
| Participation rate | 77.8% | 74.3%+3.5pp | 68.8%+8.9pp | 80.1%-2.3pp |
| Annual return | 12.42% | 70.18%-57.8pp | 57.82%-45.4pp | 217.08%-204.7pp |
| Employer contribution / active EE | $2,546 | $2,918-12.7% | $2,555-0.4% | $4,299-40.8% |
| Participant deferral / active EE | $3,732 | $5,230-28.7% | $4,581-18.5% | $6,507-42.7% |
| Admin fee / account holder | $21,853 | $9,693+125.5% | $8,261+164.5% | $12,624+73.1% |