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 | $145,207 | $72,400+100.6% | $67,502+115.1% | $145,922-0.5% |
| Participation rate | 70.0% | 76.9%-6.9pp | 72.9%-2.9pp | 80.3%-10.3pp |
| Annual return | 13.49% | 7182.46%-7169.0pp | 3512.12%-3498.6pp | 561.29%-547.8pp |
| Employer contribution / active EE | $2,563 | $3,069-16.5% | $2,731-6.1% | $4,660-45.0% |
| Participant deferral / active EE | $6,589 | $4,783+37.8% | $4,000+64.7% | $6,688-1.5% |
| Admin fee / account holder | $556 | $5,539-90.0% | $3,998-86.1% | $13,397-95.8% |