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 | $152,349 | $102,317+48.9% | $146,958+3.7% | $80,856+88.4% |
| Participation rate | 93.3% | 75.8%+17.5pp | 82.2%+11.2pp | 67.6%+25.7pp |
| Annual return | 19.91% | 134.76%-114.9pp | 418.34%-398.4pp | 35.59%-15.7pp |
| Employer contribution / active EE | $8,875 | $3,713+139.0% | $4,933+79.9% | $2,755+222.2% |
| Participant deferral / active EE | $10,120 | $6,644+52.3% | $8,070+25.4% | $4,296+135.6% |
| Admin fee / account holder | $1,562 | $7,941-80.3% | $12,998-88.0% | $6,918-77.4% |