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 | $164,021 | $108,919+50.6% | $100,391+63.4% | $145,922+12.4% |
| Participation rate | 70.0% | 82.9%-12.9pp | 81.5%-11.5pp | 80.3%-10.3pp |
| Annual return | 16.90% | 57.88%-41.0pp | 49.20%-32.3pp | 561.29%-544.4pp |
| Employer contribution / active EE | $488 | $4,419-89.0% | $3,942-87.6% | $4,660-89.5% |
| Participant deferral / active EE | $6,814 | $8,445-19.3% | $8,082-15.7% | $6,688+1.9% |
| Admin fee / account holder | $4,127 | $9,689-57.4% | $7,899-47.8% | $13,397-69.2% |