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 | $130,996 | $115,770+13.2% | $101,248+29.4% | $158,922-17.6% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 13.73% | 56.14%-42.4pp | 46.47%-32.7pp | 302.83%-289.1pp |
| Employer contribution / active EE | $3,238 | $4,175-22.4% | $3,660-11.5% | $4,761-32.0% |
| Participant deferral / active EE | $10,174 | $4,957+105.2% | $4,370+132.8% | $5,982+70.1% |
| Admin fee / account holder | $9,006 | $7,245+24.3% | $5,945+51.5% | $11,246-19.9% |