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 | $134,767 | $96,635+39.5% | $86,612+55.6% | $139,434-3.3% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 17.63% | 106.41%-88.8pp | 591.07%-573.4pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,658 | $3,263-18.5% | $3,022-12.1% | $4,751-44.1% |
| Participant deferral / active EE | $5,386 | $4,836+11.4% | $4,438+21.4% | $6,710-19.7% |
| Admin fee / account holder | $354 | $6,408-94.5% | $5,614-93.7% | $11,403-96.9% |