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 | $160,786 | $100,852+59.4% | $90,404+77.9% | $158,922+1.2% |
| Participation rate | 70.6% | 75.0%-4.4pp | 72.7%-2.1pp | 82.0%-11.4pp |
| Annual return | 10.16% | 1724.20%-1714.0pp | 1293.02%-1282.9pp | 302.83%-292.7pp |
| Employer contribution / active EE | $1,823 | $3,689-50.6% | $3,262-44.1% | $4,761-61.7% |
| Participant deferral / active EE | $6,517 | $4,348+49.9% | $3,963+64.4% | $5,982+8.9% |
| Admin fee / account holder | $1,030 | $6,501-84.2% | $5,611-81.6% | $11,246-90.8% |