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 | $78,444 | $74,888+4.7% | $71,209+10.2% | $142,382-44.9% |
| Participation rate | 85.0% | 76.2%+8.8pp | 73.8%+11.2pp | 80.1%+4.9pp |
| Annual return | 15.65% | 345.14%-329.5pp | 282.51%-266.9pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,131 | $2,854+114.8% | $2,721+125.3% | $4,299+42.6% |
| Participant deferral / active EE | $10,927 | $4,454+145.3% | $4,175+161.7% | $6,507+67.9% |
| Admin fee / account holder | $10,831 | $5,568+94.5% | $5,349+102.5% | $12,624-14.2% |