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 | $142,837 | $112,881+26.5% | $90,951+57.0% | $158,922-10.1% |
| Participation rate | 71.4% | 74.7%-3.3pp | 69.0%+2.4pp | 82.0%-10.5pp |
| Annual return | 18.33% | 215.79%-197.5pp | 134.60%-116.3pp | 302.83%-284.5pp |
| Employer contribution / active EE | $7,477 | $2,893+158.5% | $2,122+252.4% | $4,761+57.1% |
| Participant deferral / active EE | $7,200 | $4,128+74.4% | $3,373+113.5% | $5,982+20.4% |
| Admin fee / account holder | $788 | $8,041-90.2% | $5,959-86.8% | $11,246-93.0% |