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 | $146,805 | $144,119+1.9% | $117,854+24.6% | $147,584-0.5% |
| Participation rate | 80.0% | 83.4%-3.4pp | 79.7%+0.3pp | 82.8%-2.8pp |
| Annual return | 14.50% | 531.15%-516.6pp | 335.08%-320.6pp | 578.55%-564.1pp |
| Employer contribution / active EE | $1,002 | $4,896-79.5% | $3,786-73.5% | $4,876-79.5% |
| Participant deferral / active EE | $4,752 | $5,316-10.6% | $4,482+6.0% | $5,439-12.6% |
| Admin fee / account holder | $2,830 | $10,886-74.0% | $8,020-64.7% | $10,885-74.0% |