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 | $137,058 | $106,890+28.2% | $84,015+63.1% | $152,861-10.3% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 31.45% | 104.99%-73.5pp | 71.31%-39.9pp | 345.32%-313.9pp |
| Employer contribution / active EE | $1,809 | $2,734-33.8% | $1,983-8.8% | $4,762-62.0% |
| Participant deferral / active EE | $4,540 | $4,011+13.2% | $3,239+40.2% | $5,850-22.4% |
| Admin fee / account holder | $750 | $8,285-90.9% | $6,101-87.7% | $11,596-93.5% |