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 | $113,102 | $100,773+12.2% | $88,946+27.2% | $142,382-20.6% |
| Participation rate | 87.5% | 74.3%+13.2pp | 68.8%+18.7pp | 80.1%+7.4pp |
| Annual return | 12.67% | 70.18%-57.5pp | 57.82%-45.2pp | 217.08%-204.4pp |
| Employer contribution / active EE | $3,247 | $2,918+11.3% | $2,555+27.1% | $4,299-24.5% |
| Participant deferral / active EE | $9,533 | $5,230+82.3% | $4,581+108.1% | $6,507+46.5% |
| Admin fee / account holder | $479 | $9,693-95.1% | $8,261-94.2% | $12,624-96.2% |