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 | $122,640 | $112,096+9.4% | $95,952+27.8% | $158,922-22.8% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 10.48% | 171.09%-160.6pp | 91.61%-81.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $8,543 | $3,198+167.1% | $2,541+236.2% | $4,761+79.4% |
| Participant deferral / active EE | $5,919 | $4,784+23.7% | $4,167+42.0% | $5,982-1.1% |
| Admin fee / account holder | $623 | $10,130-93.9% | $6,795-90.8% | $11,246-94.5% |