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 | $118,914 | $115,770+2.7% | $101,248+17.4% | $158,922-25.2% |
| Participation rate | 83.3% | 79.4%+4.0pp | 75.8%+7.5pp | 82.0%+1.4pp |
| Annual return | 19.83% | 56.14%-36.3pp | 46.47%-26.6pp | 302.83%-283.0pp |
| Employer contribution / active EE | $3,869 | $4,175-7.3% | $3,660+5.7% | $4,761-18.7% |
| Participant deferral / active EE | $10,447 | $4,957+110.7% | $4,370+139.0% | $5,982+74.6% |
| Admin fee / account holder | $2,849 | $7,245-60.7% | $5,945-52.1% | $11,246-74.7% |