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 | $110,084 | $107,334+2.6% | $92,893+18.5% | $152,861-28.0% |
| Participation rate | 82.4% | 79.8%+2.6pp | 76.0%+6.3pp | 82.4%-0.1pp |
| Annual return | 21.08% | 145.58%-124.5pp | 109.41%-88.3pp | 345.32%-324.2pp |
| Employer contribution / active EE | $2,630 | $4,221-37.7% | $3,653-28.0% | $4,762-44.8% |
| Participant deferral / active EE | $6,131 | $4,845+26.6% | $4,236+44.7% | $5,850+4.8% |
| Admin fee / account holder | $2,144 | $7,079-69.7% | $5,794-63.0% | $11,596-81.5% |