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 | $119,946 | $112,096+7.0% | $95,952+25.0% | $158,922-24.5% |
| Participation rate | 81.3% | 79.0%+2.3pp | 77.1%+4.2pp | 82.0%-0.7pp |
| Annual return | 21.59% | 171.09%-149.5pp | 91.61%-70.0pp | 302.83%-281.2pp |
| Employer contribution / active EE | $739 | $3,198-76.9% | $2,541-70.9% | $4,761-84.5% |
| Participant deferral / active EE | $6,370 | $4,784+33.1% | $4,167+52.9% | $5,982+6.5% |
| Admin fee / account holder | $2,649 | $10,130-73.9% | $6,795-61.0% | $11,246-76.4% |