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 | $116,955 | $107,334+9.0% | $92,893+25.9% | $152,861-23.5% |
| Participation rate | 76.2% | 79.8%-3.6pp | 76.0%+0.2pp | 82.4%-6.3pp |
| Annual return | 19.46% | 145.58%-126.1pp | 109.41%-90.0pp | 345.32%-325.9pp |
| Employer contribution / active EE | $4,209 | $4,221-0.3% | $3,653+15.2% | $4,762-11.6% |
| Participant deferral / active EE | $6,743 | $4,845+39.2% | $4,236+59.2% | $5,850+15.3% |
| Admin fee / account holder | $4,234 | $7,079-40.2% | $5,794-26.9% | $11,596-63.5% |