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 5-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 | $126,970 | $111,754+13.6% | $103,333+22.9% | $145,922-13.0% |
| Participation rate | 87.5% | 77.9%+9.6pp | 74.5%+13.0pp | 80.3%+7.2pp |
| Annual return | 55.10% | 24.77%+30.3pp | 24.88%+30.2pp | 561.29%-506.2pp |
| Employer contribution / active EE | $2,986 | $4,212-29.1% | $3,868-22.8% | $4,660-35.9% |
| Participant deferral / active EE | $10,785 | $5,619+92.0% | $5,057+113.2% | $6,688+61.3% |
| Admin fee / account holder | $7,494 | $9,750-23.1% | $8,355-10.3% | $13,397-44.1% |