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 | $141,433 | $144,119-1.9% | $117,854+20.0% | $147,584-4.2% |
| Participation rate | 78.6% | 83.4%-4.8pp | 79.7%-1.1pp | 82.8%-4.3pp |
| Annual return | 13.13% | 531.15%-518.0pp | 335.08%-322.0pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,870 | $4,896-61.8% | $3,786-50.6% | $4,876-61.7% |
| Participant deferral / active EE | $4,528 | $5,316-14.8% | $4,482+1.0% | $5,439-16.7% |
| Admin fee / account holder | $2,133 | $10,886-80.4% | $8,020-73.4% | $10,885-80.4% |