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 | $149,163 | $99,020+50.6% | $86,590+72.3% | $147,584+1.1% |
| Participation rate | 83.3% | 76.3%+7.0pp | 73.5%+9.8pp | 82.8%+0.5pp |
| Annual return | 18.27% | 1312.34%-1294.1pp | 964.84%-946.6pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,281 | $3,132-27.2% | $2,839-19.7% | $4,876-53.2% |
| Participant deferral / active EE | $5,042 | $3,972+26.9% | $3,609+39.7% | $5,439-7.3% |
| Admin fee / account holder | $8,909 | $5,710+56.0% | $4,906+81.6% | $10,885-18.2% |