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 | $141,113 | $90,348+56.2% | $75,972+85.7% | $145,922-3.3% |
| Participation rate | 86.7% | 74.5%+12.2pp | 69.1%+17.6pp | 80.3%+6.4pp |
| Annual return | 11.61% | 620.88%-609.3pp | 359.55%-347.9pp | 561.29%-549.7pp |
| Employer contribution / active EE | $1,081 | $3,311-67.4% | $2,685-59.7% | $4,660-76.8% |
| Participant deferral / active EE | $1,514 | $5,162-70.7% | $4,255-64.4% | $6,688-77.4% |
| Admin fee / account holder | $4,211 | $8,467-50.3% | $6,467-34.9% | $13,397-68.6% |