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 | $133,421 | $115,770+15.2% | $101,248+31.8% | $158,922-16.0% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 14.26% | 56.14%-41.9pp | 46.47%-32.2pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,459 | $4,175-65.1% | $3,660-60.1% | $4,761-69.4% |
| Participant deferral / active EE | $3,548 | $4,957-28.4% | $4,370-18.8% | $5,982-40.7% |
| Admin fee / account holder | $6,176 | $7,245-14.8% | $5,945+3.9% | $11,246-45.1% |