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 | $116,155 | $114,381+1.6% | $107,525+8.0% | $142,382-18.4% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.1%+15.8pp | 80.1%+10.8pp |
| Annual return | 12.85% | 242.71%-229.9pp | 181.32%-168.5pp | 217.08%-204.2pp |
| Employer contribution / active EE | $9,118 | $4,015+127.1% | $3,754+142.9% | $4,299+112.1% |
| Participant deferral / active EE | $8,820 | $5,564+58.5% | $5,116+72.4% | $6,507+35.5% |
| Admin fee / account holder | $1,138 | $9,860-88.5% | $8,919-87.2% | $12,624-91.0% |