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 | $141,377 | $133,922+5.6% | $116,228+21.6% | $142,382-0.7% |
| Participation rate | 81.8% | 77.9%+4.0pp | 74.6%+7.3pp | 80.1%+1.7pp |
| Annual return | 11.87% | 147.76%-135.9pp | 90.06%-78.2pp | 217.08%-205.2pp |
| Employer contribution / active EE | $0 | $3,446-100.0% | $2,994-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $3,807 | $5,672-32.9% | $4,953-23.1% | $6,507-41.5% |
| Admin fee / account holder | $3,228 | $14,945-78.4% | $11,989-73.1% | $12,624-74.4% |