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 | $131,075 | $70,606+85.6% | $53,898+143.2% | $142,382-7.9% |
| Participation rate | 82.4% | 63.7%+18.6pp | 55.0%+27.4pp | 80.1%+2.2pp |
| Annual return | 14.00% | 619.81%-605.8pp | 528.60%-514.6pp | 217.08%-203.1pp |
| Employer contribution / active EE | $1,320 | $1,202+9.8% | $932+41.6% | $4,299-69.3% |
| Participant deferral / active EE | $4,234 | $2,364+79.1% | $1,826+131.9% | $6,507-34.9% |
| Admin fee / account holder | $1,629 | $2,852-42.9% | $2,491-34.6% | $12,624-87.1% |