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 | $141,662 | $99,877+41.8% | $84,966+66.7% | $145,922-2.9% |
| Participation rate | 94.7% | 74.1%+20.6pp | 67.5%+27.2pp | 80.3%+14.5pp |
| Annual return | 12.40% | 83.76%-71.4pp | 66.38%-54.0pp | 561.29%-548.9pp |
| Employer contribution / active EE | $5,363 | $3,231+66.0% | $2,727+96.7% | $4,660+15.1% |
| Participant deferral / active EE | $12,428 | $5,291+134.9% | $4,519+175.0% | $6,688+85.8% |
| Admin fee / account holder | $5,391 | $7,248-25.6% | $6,149-12.3% | $13,397-59.8% |