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 | $140,618 | $104,907+34.0% | $84,611+66.2% | $152,861-8.0% |
| Participation rate | 87.5% | 74.8%+12.7pp | 68.2%+19.3pp | 82.4%+5.1pp |
| Annual return | 29.88% | 373.79%-343.9pp | 258.74%-228.9pp | 345.32%-315.4pp |
| Employer contribution / active EE | $2,857 | $3,302-13.5% | $2,652+7.7% | $4,762-40.0% |
| Participant deferral / active EE | $8,000 | $4,688+70.7% | $3,899+105.2% | $5,850+36.8% |
| Admin fee / account holder | $1,473 | $6,241-76.4% | $4,912-70.0% | $11,596-87.3% |