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 | $138,110 | $102,317+35.0% | $146,958-6.0% | $80,856+70.8% |
| Participation rate | 84.6% | 75.8%+8.8pp | 82.2%+2.5pp | 67.6%+17.0pp |
| Annual return | 15.38% | 134.76%-119.4pp | 418.34%-403.0pp | 35.59%-20.2pp |
| Employer contribution / active EE | $2,474 | $3,713-33.4% | $4,933-49.9% | $2,755-10.2% |
| Participant deferral / active EE | $5,903 | $6,644-11.2% | $8,070-26.9% | $4,296+37.4% |
| Admin fee / account holder | $1,899 | $7,941-76.1% | $12,998-85.4% | $6,918-72.6% |