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 | $138,477 | $115,770+19.6% | $101,248+36.8% | $158,922-12.9% |
| Participation rate | 90.9% | 79.4%+11.5pp | 75.8%+15.1pp | 82.0%+9.0pp |
| Annual return | 17.81% | 56.14%-38.3pp | 46.47%-28.7pp | 302.83%-285.0pp |
| Employer contribution / active EE | $1,755 | $4,175-58.0% | $3,660-52.0% | $4,761-63.1% |
| Participant deferral / active EE | $5,402 | $4,957+9.0% | $4,370+23.6% | $5,982-9.7% |
| Admin fee / account holder | $682 | $7,245-90.6% | $5,945-88.5% | $11,246-93.9% |