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 | $118,437 | $74,888+58.2% | $71,209+66.3% | $142,382-16.8% |
| Participation rate | 90.9% | 76.2%+14.7pp | 73.8%+17.2pp | 80.1%+10.8pp |
| Annual return | 13.87% | 345.14%-331.3pp | 282.51%-268.6pp | 217.08%-203.2pp |
| Employer contribution / active EE | $7,528 | $2,854+163.7% | $2,721+176.7% | $4,299+75.1% |
| Participant deferral / active EE | $3,752 | $4,454-15.8% | $4,175-10.1% | $6,507-42.3% |
| Admin fee / account holder | $3,637 | $5,568-34.7% | $5,349-32.0% | $12,624-71.2% |