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 | $139,100 | $96,484+44.2% | $75,886+83.3% | $152,861-9.0% |
| Participation rate | 87.5% | 76.2%+11.3pp | 69.3%+18.2pp | 82.4%+5.1pp |
| Annual return | 29.40% | 33.98%-4.6pp | 30.76%-1.4pp | 345.32%-315.9pp |
| Employer contribution / active EE | $4,308 | $3,309+30.2% | $2,500+72.3% | $4,762-9.5% |
| Participant deferral / active EE | $9,742 | $4,553+114.0% | $3,603+170.4% | $5,850+66.5% |
| Admin fee / account holder | $898 | $8,078-88.9% | $5,418-83.4% | $11,596-92.3% |