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 | $122,722 | $198,466-38.2% | $170,442-28.0% | $147,584-16.8% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 11.83% | 257.29%-245.5pp | 205.93%-194.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $24,678 | $6,184+299.1% | $5,433+354.2% | $4,876+406.1% |
| Participant deferral / active EE | $10,023 | $5,629+78.0% | $4,939+102.9% | $5,439+84.3% |
| Admin fee / account holder | $1,950 | $16,852-88.4% | $13,880-86.0% | $10,885-82.1% |