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 | $124,276 | $144,119-13.8% | $117,854+5.4% | $147,584-15.8% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 11.77% | 531.15%-519.4pp | 335.08%-323.3pp | 578.55%-566.8pp |
| Employer contribution / active EE | $2,636 | $4,896-46.2% | $3,786-30.4% | $4,876-45.9% |
| Participant deferral / active EE | $4,696 | $5,316-11.7% | $4,482+4.8% | $5,439-13.7% |
| Admin fee / account holder | $14,216 | $10,886+30.6% | $8,020+77.3% | $10,885+30.6% |