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 | $141,641 | $111,724+26.8% | $93,606+51.3% | $145,922-2.9% |
| Participation rate | 88.2% | 74.2%+14.0pp | 68.7%+19.5pp | 80.3%+8.0pp |
| Annual return | 105.05% | 202.98%-97.9pp | 133.20%-28.1pp | 561.29%-456.2pp |
| Employer contribution / active EE | $3,637 | $3,090+17.7% | $2,420+50.3% | $4,660-21.9% |
| Participant deferral / active EE | $6,046 | $4,912+23.1% | $4,411+37.1% | $6,688-9.6% |
| Admin fee / account holder | $1,277 | $10,250-87.5% | $8,285-84.6% | $13,397-90.5% |