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 | $128,292 | $105,126+22.0% | $94,646+35.5% | $139,434-8.0% |
| Participation rate | 85.7% | 82.4%+3.4pp | 80.8%+4.9pp | 80.3%+5.4pp |
| Annual return | 17.07% | 38.03%-21.0pp | 156.71%-139.6pp | 372.94%-355.9pp |
| Employer contribution / active EE | $3,732 | $4,106-9.1% | $3,672+1.6% | $4,751-21.4% |
| Participant deferral / active EE | $12,266 | $7,599+61.4% | $7,418+65.4% | $6,710+82.8% |
| Admin fee / account holder | $4,513 | $8,984-49.8% | $7,231-37.6% | $11,403-60.4% |