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 | $119,927 | $102,317+17.2% | $146,958-18.4% | $80,856+48.3% |
| Participation rate | 81.5% | 75.8%+5.6pp | 82.2%-0.7pp | 67.6%+13.8pp |
| Annual return | 15.31% | 134.76%-119.5pp | 418.34%-403.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,626 | $3,713-29.3% | $4,933-46.8% | $2,755-4.7% |
| Participant deferral / active EE | $4,441 | $6,644-33.2% | $8,070-45.0% | $4,296+3.4% |
| Admin fee / account holder | $868 | $7,941-89.1% | $12,998-93.3% | $6,918-87.5% |