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 | $168,637 | $70,756+138.3% | $65,493+157.5% | $142,382+18.4% |
| Participation rate | 75.0% | 77.4%-2.4pp | 73.1%+1.9pp | 80.1%-5.1pp |
| Annual return | 15.40% | 1754.89%-1739.5pp | 982.45%-967.0pp | 217.08%-201.7pp |
| Employer contribution / active EE | $7,693 | $2,881+167.1% | $2,574+198.8% | $4,299+78.9% |
| Participant deferral / active EE | $10,122 | $4,637+118.3% | $3,961+155.5% | $6,507+55.6% |
| Admin fee / account holder | $13,987 | $6,559+113.2% | $5,028+178.2% | $12,624+10.8% |