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 | $119,495 | $105,126+13.7% | $94,646+26.3% | $139,434-14.3% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 14.72% | 38.03%-23.3pp | 156.71%-142.0pp | 372.94%-358.2pp |
| Employer contribution / active EE | $1,718 | $4,106-58.1% | $3,672-53.2% | $4,751-63.8% |
| Participant deferral / active EE | $9,321 | $7,599+22.7% | $7,418+25.7% | $6,710+38.9% |
| Admin fee / account holder | $1,752 | $8,984-80.5% | $7,231-75.8% | $11,403-84.6% |