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 | $122,722 | $102,966+19.2% | $90,281+35.9% | $152,861-19.7% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 16.89% | 95.16%-78.3pp | 78.10%-61.2pp | 345.32%-328.4pp |
| Employer contribution / active EE | $2,538 | $3,139-19.1% | $2,854-11.1% | $4,762-46.7% |
| Participant deferral / active EE | $3,976 | $4,281-7.1% | $3,885+2.3% | $5,850-32.0% |
| Admin fee / account holder | $8,678 | $6,171+40.6% | $5,351+62.2% | $11,596-25.2% |