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 | $139,767 | $115,770+20.7% | $101,248+38.0% | $158,922-12.1% |
| Participation rate | 79.2% | 79.4%-0.2pp | 75.8%+3.4pp | 82.0%-2.8pp |
| Annual return | 18.50% | 56.14%-37.6pp | 46.47%-28.0pp | 302.83%-284.3pp |
| Employer contribution / active EE | $3,450 | $4,175-17.4% | $3,660-5.7% | $4,761-27.5% |
| Participant deferral / active EE | $5,948 | $4,957+20.0% | $4,370+36.1% | $5,982-0.6% |
| Admin fee / account holder | $13,156 | $7,245+81.6% | $5,945+121.3% | $11,246+17.0% |