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 | $144,388 | $111,724+29.2% | $93,606+54.3% | $145,922-1.1% |
| Participation rate | 76.2% | 74.2%+2.0pp | 68.7%+7.5pp | 80.3%-4.1pp |
| Annual return | 12.55% | 202.98%-190.4pp | 133.20%-120.6pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,885 | $3,090-6.6% | $2,420+19.2% | $4,660-38.1% |
| Participant deferral / active EE | $7,364 | $4,912+49.9% | $4,411+66.9% | $6,688+10.1% |
| Admin fee / account holder | $2,689 | $10,250-73.8% | $8,285-67.5% | $13,397-79.9% |