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 | $142,112 | $111,724+27.2% | $93,606+51.8% | $145,922-2.6% |
| Participation rate | 70.6% | 74.2%-3.6pp | 68.7%+1.9pp | 80.3%-9.7pp |
| Annual return | 18.56% | 202.98%-184.4pp | 133.20%-114.6pp | 561.29%-542.7pp |
| Employer contribution / active EE | $1,336 | $3,090-56.7% | $2,420-44.8% | $4,660-71.3% |
| Participant deferral / active EE | $7,432 | $4,912+51.3% | $4,411+68.5% | $6,688+11.1% |
| Admin fee / account holder | $634 | $10,250-93.8% | $8,285-92.3% | $13,397-95.3% |