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 | $122,751 | $81,208+51.2% | $98,907+24.1% | $79,858+53.7% |
| Participation rate | 96.3% | 72.5%+23.8pp | 76.0%+20.3pp | 69.6%+26.7pp |
| Annual return | 17.59% | 60.99%-43.4pp | 196.43%-178.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $2,222 | $1,960+13.4% | $2,689-17.4% | $2,471-10.1% |
| Participant deferral / active EE | $3,467 | $3,265+6.2% | $4,244-18.3% | $3,740-7.3% |
| Admin fee / account holder | $2,509 | $6,013-58.3% | $6,642-62.2% | $5,306-52.7% |