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 | $81,294 | $74,888+8.6% | $71,209+14.2% | $142,382-42.9% |
| Participation rate | 79.2% | 76.2%+2.9pp | 73.8%+5.4pp | 80.1%-1.0pp |
| Annual return | 19.00% | 345.14%-326.1pp | 282.51%-263.5pp | 217.08%-198.1pp |
| Employer contribution / active EE | $7,175 | $2,854+151.4% | $2,721+163.7% | $4,299+66.9% |
| Participant deferral / active EE | $6,348 | $4,454+42.5% | $4,175+52.0% | $6,507-2.4% |
| Admin fee / account holder | $2,221 | $5,568-60.1% | $5,349-58.5% | $12,624-82.4% |