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 | $134,604 | $112,881+19.2% | $90,951+48.0% | $158,922-15.3% |
| Participation rate | 86.7% | 74.7%+11.9pp | 69.0%+17.7pp | 82.0%+4.7pp |
| Annual return | 8.08% | 215.79%-207.7pp | 134.60%-126.5pp | 302.83%-294.7pp |
| Employer contribution / active EE | $1,578 | $2,893-45.5% | $2,122-25.6% | $4,761-66.9% |
| Participant deferral / active EE | $5,462 | $4,128+32.3% | $3,373+61.9% | $5,982-8.7% |
| Admin fee / account holder | $9,317 | $8,041+15.9% | $5,959+56.4% | $11,246-17.2% |