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 | $139,663 | $111,724+25.0% | $93,606+49.2% | $145,922-4.3% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 26.13% | 202.98%-176.9pp | 133.20%-107.1pp | 561.29%-535.2pp |
| Employer contribution / active EE | $1,578 | $3,090-48.9% | $2,420-34.8% | $4,660-66.1% |
| Participant deferral / active EE | $3,360 | $4,912-31.6% | $4,411-23.8% | $6,688-49.8% |
| Admin fee / account holder | $2,042 | $10,250-80.1% | $8,285-75.4% | $13,397-84.8% |