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 | $125,298 | $112,096+11.8% | $95,952+30.6% | $158,922-21.2% |
| Participation rate | 93.3% | 79.0%+14.4pp | 77.1%+16.3pp | 82.0%+11.4pp |
| Annual return | 23.69% | 171.09%-147.4pp | 91.61%-67.9pp | 302.83%-279.1pp |
| Employer contribution / active EE | $2,647 | $3,198-17.2% | $2,541+4.2% | $4,761-44.4% |
| Participant deferral / active EE | $8,086 | $4,784+69.0% | $4,167+94.1% | $5,982+35.2% |
| Admin fee / account holder | $3,494 | $10,130-65.5% | $6,795-48.6% | $11,246-68.9% |