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 | $129,286 | $105,181+22.9% | $159,436-18.9% | $85,850+50.6% |
| Participation rate | 81.4% | 75.8%+5.6pp | 82.8%-1.4pp | 69.3%+12.1pp |
| Annual return | 17.04% | 45.07%-28.0pp | 263.57%-246.5pp | 318.53%-301.5pp |
| Employer contribution / active EE | $2,639 | $3,318-20.5% | $4,829-45.4% | $2,565+2.9% |
| Participant deferral / active EE | $6,257 | $5,945+5.3% | $7,352-14.9% | $3,952+58.3% |
| Admin fee / account holder | $3,671 | $6,933-47.1% | $10,799-66.0% | $6,260-41.4% |