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 | $115,605 | $100,773+14.7% | $88,946+30.0% | $142,382-18.8% |
| Participation rate | 91.7% | 74.3%+17.4pp | 68.8%+22.8pp | 80.1%+11.5pp |
| Annual return | 11.99% | 70.18%-58.2pp | 57.82%-45.8pp | 217.08%-205.1pp |
| Employer contribution / active EE | $2,337 | $2,918-19.9% | $2,555-8.5% | $4,299-45.6% |
| Participant deferral / active EE | $2,660 | $5,230-49.1% | $4,581-41.9% | $6,507-59.1% |
| Admin fee / account holder | $361 | $9,693-96.3% | $8,261-95.6% | $12,624-97.1% |