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 | $160,279 | $100,041+60.2% | $149,718+7.1% | $70,131+128.5% |
| Participation rate | 93.5% | 83.6%+10.0pp | 87.1%+6.5pp | 69.5%+24.0pp |
| Annual return | 18.10% | 27.43%-9.3pp | 1501.63%-1483.5pp | 73.14%-55.0pp |
| Employer contribution / active EE | $5,064 | $3,662+38.3% | $5,445-7.0% | $2,342+116.2% |
| Participant deferral / active EE | $13,580 | $4,983+172.5% | $6,569+106.7% | $3,332+307.6% |
| Admin fee / account holder | $6,110 | $8,286-26.3% | $11,283-45.8% | $4,645+31.5% |