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 | $164,488 | $96,635+70.2% | $86,612+89.9% | $139,434+18.0% |
| Participation rate | 86.7% | 74.4%+12.3pp | 71.7%+15.0pp | 80.3%+6.3pp |
| Annual return | 14.68% | 106.41%-91.7pp | 591.07%-576.4pp | 372.94%-358.3pp |
| Employer contribution / active EE | $2,458 | $3,263-24.7% | $3,022-18.7% | $4,751-48.3% |
| Participant deferral / active EE | $5,689 | $4,836+17.6% | $4,438+28.2% | $6,710-15.2% |
| Admin fee / account holder | $11,221 | $6,408+75.1% | $5,614+99.9% | $11,403-1.6% |