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 | $135,717 | $209,832-35.3% | $189,513-28.4% | $167,490-19.0% |
| Participation rate | 88.2% | 88.7%-0.4pp | 87.8%+0.4pp | 82.1%+6.1pp |
| Annual return | 15.03% | 748.27%-733.2pp | 555.15%-540.1pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,833 | $6,914-73.5% | $6,162-70.3% | $4,837-62.1% |
| Participant deferral / active EE | $7,792 | $8,935-12.8% | $8,221-5.2% | $6,341+22.9% |
| Admin fee / account holder | $5,441 | $14,293-61.9% | $12,045-54.8% | $12,309-55.8% |