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 | $162,516 | $158,398+2.6% | $126,539+28.4% | $142,382+14.1% |
| Participation rate | 78.9% | 75.8%+3.1pp | 69.8%+9.1pp | 80.1%-1.2pp |
| Annual return | 16.28% | 593.76%-577.5pp | 425.95%-409.7pp | 217.08%-200.8pp |
| Employer contribution / active EE | $1,397 | $4,650-70.0% | $3,674-62.0% | $4,299-67.5% |
| Participant deferral / active EE | $6,125 | $4,767+28.5% | $4,083+50.0% | $6,507-5.9% |
| Admin fee / account holder | $1,171 | $6,918-83.1% | $6,065-80.7% | $12,624-90.7% |