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 | $122,418 | $150,440-18.6% | $136,294-10.2% | $147,584-17.1% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 24.99% | 1049.08%-1024.1pp | 5155.94%-5130.9pp | 578.55%-553.6pp |
| Employer contribution / active EE | $6,368 | $5,256+21.2% | $4,695+35.6% | $4,876+30.6% |
| Participant deferral / active EE | $10,631 | $6,630+60.3% | $6,247+70.2% | $5,439+95.5% |
| Admin fee / account holder | $15,613 | $10,905+43.2% | $9,243+68.9% | $10,885+43.4% |