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 | $119,564 | $107,334+11.4% | $92,893+28.7% | $152,861-21.8% |
| Participation rate | 80.0% | 79.8%+0.2pp | 76.0%+4.0pp | 82.4%-2.4pp |
| Annual return | 48.74% | 145.58%-96.8pp | 109.41%-60.7pp | 345.32%-296.6pp |
| Employer contribution / active EE | $1,796 | $4,221-57.4% | $3,653-50.8% | $4,762-62.3% |
| Participant deferral / active EE | $5,584 | $4,845+15.3% | $4,236+31.8% | $5,850-4.6% |
| Admin fee / account holder | $3,985 | $7,079-43.7% | $5,794-31.2% | $11,596-65.6% |