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 | $147,744 | $210,648-29.9% | $177,989-17.0% | $145,922+1.2% |
| Participation rate | 77.8% | 80.8%-3.0pp | 77.1%+0.7pp | 80.3%-2.5pp |
| Annual return | 9.59% | 385.86%-376.3pp | 294.48%-284.9pp | 561.29%-551.7pp |
| Employer contribution / active EE | $1,407 | $4,565-69.2% | $3,949-64.4% | $4,660-69.8% |
| Participant deferral / active EE | $12,125 | $6,958+74.3% | $6,276+93.2% | $6,688+81.3% |
| Admin fee / account holder | $5,940 | $12,013-50.6% | $10,363-42.7% | $13,397-55.7% |