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 | $124,106 | $102,966+20.5% | $90,281+37.5% | $152,861-18.8% |
| Participation rate | 90.0% | 75.9%+14.1pp | 73.3%+16.7pp | 82.4%+7.6pp |
| Annual return | 33.16% | 95.16%-62.0pp | 78.10%-44.9pp | 345.32%-312.2pp |
| Employer contribution / active EE | $2,832 | $3,139-9.8% | $2,854-0.8% | $4,762-40.5% |
| Participant deferral / active EE | $4,749 | $4,281+10.9% | $3,885+22.2% | $5,850-18.8% |
| Admin fee / account holder | $1,892 | $6,171-69.3% | $5,351-64.6% | $11,596-83.7% |