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 | $141,129 | $112,096+25.9% | $95,952+47.1% | $158,922-11.2% |
| Participation rate | 88.9% | 79.0%+9.9pp | 77.1%+11.8pp | 82.0%+6.9pp |
| Annual return | 14.91% | 171.09%-156.2pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $3,133 | $3,198-2.0% | $2,541+23.3% | $4,761-34.2% |
| Participant deferral / active EE | $5,952 | $4,784+24.4% | $4,167+42.8% | $5,982-0.5% |
| Admin fee / account holder | $11,586 | $10,130+14.4% | $6,795+70.5% | $11,246+3.0% |