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 | $135,722 | $111,724+21.5% | $93,606+45.0% | $145,922-7.0% |
| Participation rate | 77.3% | 74.2%+3.1pp | 68.7%+8.6pp | 80.3%-3.0pp |
| Annual return | 10.67% | 202.98%-192.3pp | 133.20%-122.5pp | 561.29%-550.6pp |
| Employer contribution / active EE | $2,250 | $3,090-27.2% | $2,420-7.0% | $4,660-51.7% |
| Participant deferral / active EE | $5,012 | $4,912+2.0% | $4,411+13.6% | $6,688-25.1% |
| Admin fee / account holder | $5,567 | $10,250-45.7% | $8,285-32.8% | $13,397-58.4% |