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 | $133,690 | $126,574+5.6% | $106,213+25.9% | $145,922-8.4% |
| Participation rate | 71.4% | 77.6%-6.2pp | 75.3%-3.9pp | 80.3%-8.8pp |
| Annual return | 11.57% | 224.79%-213.2pp | 116.14%-104.6pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,445 | $3,730+72.8% | $3,171+103.2% | $4,660+38.3% |
| Participant deferral / active EE | $3,842 | $5,724-32.9% | $5,016-23.4% | $6,688-42.6% |
| Admin fee / account holder | $80,348 | $17,304+364.3% | $11,033+628.2% | $13,397+499.7% |