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 | $167,421 | $109,982+52.2% | $97,226+72.2% | $145,922+14.7% |
| Participation rate | 81.3% | 75.9%+5.3pp | 72.7%+8.6pp | 80.3%+1.0pp |
| Annual return | 10.77% | 242.90%-232.1pp | 75.13%-64.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,827 | $3,084+186.2% | $2,729+223.5% | $4,660+89.4% |
| Participant deferral / active EE | $5,847 | $4,676+25.0% | $4,264+37.1% | $6,688-12.6% |
| Admin fee / account holder | $1,464 | $6,221-76.5% | $5,654-74.1% | $13,397-89.1% |