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 | $169,663 | $63,346+167.8% | $92,233+84.0% | $70,131+141.9% |
| Participation rate | 70.6% | 68.7%+1.9pp | 76.5%-5.9pp | 69.5%+1.0pp |
| Annual return | 14.01% | 530.12%-516.1pp | 176.28%-162.3pp | 73.14%-59.1pp |
| Employer contribution / active EE | $1,116 | $2,471-54.8% | $3,679-69.7% | $2,342-52.4% |
| Participant deferral / active EE | $4,941 | $2,854+73.2% | $3,897+26.8% | $3,332+48.3% |
| Admin fee / account holder | $2,493 | $3,840-35.1% | $5,194-52.0% | $4,645-46.3% |