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 | $134,506 | $84,696+58.8% | $75,696+77.7% | $167,490-19.7% |
| Participation rate | 71.4% | 77.8%-6.4pp | 74.8%-3.4pp | 82.1%-10.7pp |
| Annual return | 11.70% | 199.36%-187.7pp | 104.53%-92.8pp | 478.56%-466.9pp |
| Employer contribution / active EE | $2,225 | $3,230-31.1% | $2,743-18.9% | $4,837-54.0% |
| Participant deferral / active EE | $3,941 | $4,580-13.9% | $3,821+3.1% | $6,341-37.9% |
| Admin fee / account holder | $25,415 | $5,355+374.6% | $3,619+602.2% | $12,309+106.5% |