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 | $127,966 | $108,919+17.5% | $100,391+27.5% | $145,922-12.3% |
| Participation rate | 87.5% | 82.9%+4.6pp | 81.5%+6.0pp | 80.3%+7.2pp |
| Annual return | 14.96% | 57.88%-42.9pp | 49.20%-34.2pp | 561.29%-546.3pp |
| Employer contribution / active EE | $3,433 | $4,419-22.3% | $3,942-12.9% | $4,660-26.3% |
| Participant deferral / active EE | $7,499 | $8,445-11.2% | $8,082-7.2% | $6,688+12.1% |
| Admin fee / account holder | $2,393 | $9,689-75.3% | $7,899-69.7% | $13,397-82.1% |