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 | $133,757 | $115,770+15.5% | $101,248+32.1% | $158,922-15.8% |
| Participation rate | 90.0% | 79.4%+10.6pp | 75.8%+14.2pp | 82.0%+8.0pp |
| Annual return | 23.10% | 56.14%-33.0pp | 46.47%-23.4pp | 302.83%-279.7pp |
| Employer contribution / active EE | $8,764 | $4,175+109.9% | $3,660+139.5% | $4,761+84.1% |
| Participant deferral / active EE | $10,914 | $4,957+120.2% | $4,370+149.7% | $5,982+82.4% |
| Admin fee / account holder | $502 | $7,245-93.1% | $5,945-91.6% | $11,246-95.5% |