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 | $134,998 | $133,922+0.8% | $116,228+16.1% | $142,382-5.2% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.6%+12.9pp | 80.1%+7.4pp |
| Annual return | 10.29% | 147.76%-137.5pp | 90.06%-79.8pp | 217.08%-206.8pp |
| Employer contribution / active EE | $2,266 | $3,446-34.2% | $2,994-24.3% | $4,299-47.3% |
| Participant deferral / active EE | $3,029 | $5,672-46.6% | $4,953-38.9% | $6,507-53.5% |
| Admin fee / account holder | $2,828 | $14,945-81.1% | $11,989-76.4% | $12,624-77.6% |