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 | $177,131 | $111,724+58.5% | $93,606+89.2% | $145,922+21.4% |
| Participation rate | 72.7% | 74.2%-1.5pp | 68.7%+4.0pp | 80.3%-7.5pp |
| Annual return | 8.15% | 202.98%-194.8pp | 133.20%-125.0pp | 561.29%-553.1pp |
| Employer contribution / active EE | $2,215 | $3,090-28.3% | $2,420-8.4% | $4,660-52.5% |
| Participant deferral / active EE | $7,647 | $4,912+55.7% | $4,411+73.3% | $6,688+14.3% |
| Admin fee / account holder | $15,572 | $10,250+51.9% | $8,285+88.0% | $13,397+16.2% |