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 | $133,433 | $97,757+36.5% | $83,848+59.1% | $135,375-1.4% |
| Participation rate | 77.3% | 80.0%-2.7pp | 76.1%+1.1pp | 82.6%-5.4pp |
| Annual return | 13.07% | 1287.37%-1274.3pp | 850.88%-837.8pp | 519.73%-506.7pp |
| Employer contribution / active EE | $3,237 | $4,222-23.3% | $3,631-10.9% | $4,779-32.3% |
| Participant deferral / active EE | $4,806 | $4,682+2.6% | $4,082+17.7% | $5,609-14.3% |
| Admin fee / account holder | $7,437 | $6,674+11.4% | $5,478+35.8% | $10,827-31.3% |