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 | $176,631 | $105,998+66.6% | $92,233+91.5% | $147,584+19.7% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 16.24% | 50.05%-33.8pp | 176.28%-160.0pp | 578.55%-562.3pp |
| Employer contribution / active EE | $1,747 | $4,333-59.7% | $3,679-52.5% | $4,876-64.2% |
| Participant deferral / active EE | $3,835 | $4,478-14.3% | $3,897-1.6% | $5,439-29.5% |
| Admin fee / account holder | $9,130 | $6,332+44.2% | $5,194+75.8% | $10,885-16.1% |