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 | $118,620 | $109,327+8.5% | $89,391+32.7% | $158,922-25.4% |
| Participation rate | 81.8% | 74.3%+7.6pp | 68.0%+13.8pp | 82.0%-0.1pp |
| Annual return | 11.57% | 345.68%-334.1pp | 245.62%-234.0pp | 302.83%-291.3pp |
| Employer contribution / active EE | $2,777 | $3,170-12.4% | $2,586+7.4% | $4,761-41.7% |
| Participant deferral / active EE | $7,568 | $4,598+64.6% | $3,890+94.5% | $5,982+26.5% |
| Admin fee / account holder | $14,122 | $6,153+129.5% | $4,881+189.3% | $11,246+25.6% |