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 | $114,433 | $112,096+2.1% | $95,952+19.3% | $158,922-28.0% |
| Participation rate | 95.2% | 79.0%+16.3pp | 77.1%+18.2pp | 82.0%+13.3pp |
| Annual return | 14.95% | 171.09%-156.1pp | 91.61%-76.7pp | 302.83%-287.9pp |
| Employer contribution / active EE | $2,802 | $3,198-12.4% | $2,541+10.3% | $4,761-41.1% |
| Participant deferral / active EE | $6,177 | $4,784+29.1% | $4,167+48.2% | $5,982+3.3% |
| Admin fee / account holder | $10,011 | $10,130-1.2% | $6,795+47.3% | $11,246-11.0% |