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 | $192,592 | $138,065+39.5% | $123,544+55.9% | $135,375+42.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 7.46% | 153.68%-146.2pp | 119.20%-111.7pp | 519.73%-512.3pp |
| Employer contribution / active EE | $1,677 | $5,151-67.4% | $4,628-63.8% | $4,779-64.9% |
| Participant deferral / active EE | $6,877 | $6,799+1.1% | $6,426+7.0% | $5,609+22.6% |
| Admin fee / account holder | $4,964 | $10,916-54.5% | $9,284-46.5% | $10,827-54.2% |