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 | $132,632 | $105,126+26.2% | $94,646+40.1% | $139,434-4.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 20.72% | 38.03%-17.3pp | 156.71%-136.0pp | 372.94%-352.2pp |
| Employer contribution / active EE | $696 | $4,106-83.0% | $3,672-81.0% | $4,751-85.3% |
| Participant deferral / active EE | $10,162 | $7,599+33.7% | $7,418+37.0% | $6,710+51.4% |
| Admin fee / account holder | $677 | $8,984-92.5% | $7,231-90.6% | $11,403-94.1% |