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 | $142,491 | $96,635+47.5% | $86,612+64.5% | $139,434+2.2% |
| Participation rate | 77.8% | 74.4%+3.4pp | 71.7%+6.1pp | 80.3%-2.5pp |
| Annual return | 17.79% | 106.41%-88.6pp | 591.07%-573.3pp | 372.94%-355.2pp |
| Employer contribution / active EE | $4,928 | $3,263+51.0% | $3,022+63.0% | $4,751+3.7% |
| Participant deferral / active EE | $8,187 | $4,836+69.3% | $4,438+84.5% | $6,710+22.0% |
| Admin fee / account holder | $1,372 | $6,408-78.6% | $5,614-75.6% | $11,403-88.0% |