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 | $139,687 | $88,751+57.4% | $81,812+70.7% | $145,922-4.3% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.3%-1.8pp | 80.3%-9.7pp |
| Annual return | 11.12% | 1025.40%-1014.3pp | 773.79%-762.7pp | 561.29%-550.2pp |
| Employer contribution / active EE | $474 | $3,083-84.6% | $2,912-83.7% | $4,660-89.8% |
| Participant deferral / active EE | $5,619 | $4,643+21.0% | $4,319+30.1% | $6,688-16.0% |
| Admin fee / account holder | $675 | $8,415-92.0% | $7,386-90.9% | $13,397-95.0% |