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 | $126,513 | $115,770+9.3% | $101,248+25.0% | $158,922-20.4% |
| Participation rate | 80.0% | 79.4%+0.6pp | 75.8%+4.2pp | 82.0%-2.0pp |
| Annual return | 10.90% | 56.14%-45.2pp | 46.47%-35.6pp | 302.83%-291.9pp |
| Employer contribution / active EE | $1,945 | $4,175-53.4% | $3,660-46.8% | $4,761-59.1% |
| Participant deferral / active EE | $6,886 | $4,957+38.9% | $4,370+57.6% | $5,982+15.1% |
| Admin fee / account holder | $13,874 | $7,245+91.5% | $5,945+133.3% | $11,246+23.4% |