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 | $120,772 | $112,096+7.7% | $95,952+25.9% | $158,922-24.0% |
| Participation rate | 73.7% | 79.0%-5.3pp | 77.1%-3.4pp | 82.0%-8.3pp |
| Annual return | 13.67% | 171.09%-157.4pp | 91.61%-77.9pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,923 | $3,198-39.9% | $2,541-24.3% | $4,761-59.6% |
| Participant deferral / active EE | $4,171 | $4,784-12.8% | $4,167+0.1% | $5,982-30.3% |
| Admin fee / account holder | $1,010 | $10,130-90.0% | $6,795-85.1% | $11,246-91.0% |