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 | $142,653 | $150,187-5.0% | $120,354+18.5% | $145,922-2.2% |
| Participation rate | 87.5% | 78.8%+8.7pp | 71.9%+15.6pp | 80.3%+7.2pp |
| Annual return | 10.97% | 154.07%-143.1pp | 107.15%-96.2pp | 561.29%-550.3pp |
| Employer contribution / active EE | $3,927 | $4,348-9.7% | $3,463+13.4% | $4,660-15.7% |
| Participant deferral / active EE | $3,927 | $6,173-36.4% | $4,991-21.3% | $6,688-41.3% |
| Admin fee / account holder | $1,230 | $12,207-89.9% | $9,423-86.9% | $13,397-90.8% |