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 | $127,667 | $144,119-11.4% | $117,854+8.3% | $147,584-13.5% |
| Participation rate | 70.8% | 83.4%-12.6pp | 79.7%-8.8pp | 82.8%-12.0pp |
| Annual return | 18.99% | 531.15%-512.2pp | 335.08%-316.1pp | 578.55%-559.6pp |
| Employer contribution / active EE | $970 | $4,896-80.2% | $3,786-74.4% | $4,876-80.1% |
| Participant deferral / active EE | $4,881 | $5,316-8.2% | $4,482+8.9% | $5,439-10.3% |
| Admin fee / account holder | $4,187 | $10,886-61.5% | $8,020-47.8% | $10,885-61.5% |