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 | $102,724 | $74,888+37.2% | $71,209+44.3% | $142,382-27.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.8%+6.2pp | 80.1%-0.1pp |
| Annual return | 17.46% | 345.14%-327.7pp | 282.51%-265.0pp | 217.08%-199.6pp |
| Employer contribution / active EE | $1,222 | $2,854-57.2% | $2,721-55.1% | $4,299-71.6% |
| Participant deferral / active EE | $6,247 | $4,454+40.2% | $4,175+49.6% | $6,507-4.0% |
| Admin fee / account holder | $808 | $5,568-85.5% | $5,349-84.9% | $12,624-93.6% |