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 | $114,198 | $107,334+6.4% | $92,893+22.9% | $152,861-25.3% |
| Participation rate | 78.3% | 79.8%-1.5pp | 76.0%+2.3pp | 82.4%-4.2pp |
| Annual return | 13.90% | 145.58%-131.7pp | 109.41%-95.5pp | 345.32%-331.4pp |
| Employer contribution / active EE | $3,408 | $4,221-19.3% | $3,653-6.7% | $4,762-28.4% |
| Participant deferral / active EE | $7,848 | $4,845+62.0% | $4,236+85.3% | $5,850+34.1% |
| Admin fee / account holder | $2,555 | $7,079-63.9% | $5,794-55.9% | $11,596-78.0% |