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 | $181,640 | $105,181+72.7% | $159,436+13.9% | $85,850+111.6% |
| Participation rate | 79.5% | 75.8%+3.7pp | 82.8%-3.3pp | 69.3%+10.2pp |
| Annual return | 13.04% | 45.07%-32.0pp | 263.57%-250.5pp | 318.53%-305.5pp |
| Employer contribution / active EE | $1,961 | $3,318-40.9% | $4,829-59.4% | $2,565-23.6% |
| Participant deferral / active EE | $8,914 | $5,945+49.9% | $7,352+21.2% | $3,952+125.6% |
| Admin fee / account holder | $17,888 | $6,933+158.0% | $10,799+65.7% | $6,260+185.8% |