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 | $130,120 | $126,574+2.8% | $106,213+22.5% | $145,922-10.8% |
| Participation rate | 81.8% | 77.6%+4.2pp | 75.3%+6.5pp | 80.3%+1.5pp |
| Annual return | 14.71% | 224.79%-210.1pp | 116.14%-101.4pp | 561.29%-546.6pp |
| Employer contribution / active EE | $1,545 | $3,730-58.6% | $3,171-51.3% | $4,660-66.8% |
| Participant deferral / active EE | $5,010 | $5,724-12.5% | $5,016-0.1% | $6,688-25.1% |
| Admin fee / account holder | $25,030 | $17,304+44.6% | $11,033+126.9% | $13,397+86.8% |