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 | $124,908 | $105,181+18.8% | $159,436-21.7% | $85,850+45.5% |
| Participation rate | 81.3% | 75.8%+5.5pp | 82.8%-1.6pp | 69.3%+11.9pp |
| Annual return | 16.11% | 45.07%-29.0pp | 263.57%-247.5pp | 318.53%-302.4pp |
| Employer contribution / active EE | $2,521 | $3,318-24.0% | $4,829-47.8% | $2,565-1.7% |
| Participant deferral / active EE | $5,803 | $5,945-2.4% | $7,352-21.1% | $3,952+46.8% |
| Admin fee / account holder | $1,788 | $6,933-74.2% | $10,799-83.4% | $6,260-71.4% |