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 | $220,525 | $96,635+128.2% | $86,612+154.6% | $139,434+58.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 13.20% | 106.41%-93.2pp | 591.07%-577.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $2,788 | $3,263-14.6% | $3,022-7.8% | $4,751-41.3% |
| Participant deferral / active EE | $5,602 | $4,836+15.8% | $4,438+26.2% | $6,710-16.5% |
| Admin fee / account holder | $1,272 | $6,408-80.2% | $5,614-77.3% | $11,403-88.8% |