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 | $143,218 | $159,901-10.4% | $146,958-2.5% | $145,922-1.9% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 11.57% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $2,876 | $5,286-45.6% | $4,933-41.7% | $4,660-38.3% |
| Participant deferral / active EE | $10,431 | $8,428+23.8% | $8,070+29.3% | $6,688+56.0% |
| Admin fee / account holder | $2,609 | $15,044-82.7% | $12,998-79.9% | $13,397-80.5% |