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 | $130,683 | $105,998+23.3% | $92,233+41.7% | $147,584-11.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 16.02% | 50.05%-34.0pp | 176.28%-160.3pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,228 | $4,333-71.7% | $3,679-66.6% | $4,876-74.8% |
| Participant deferral / active EE | $3,449 | $4,478-23.0% | $3,897-11.5% | $5,439-36.6% |
| Admin fee / account holder | $9,698 | $6,332+53.2% | $5,194+86.7% | $10,885-10.9% |