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 | $161,151 | $106,890+50.8% | $84,015+91.8% | $152,861+5.4% |
| Participation rate | 90.0% | 75.2%+14.8pp | 69.0%+21.0pp | 82.4%+7.6pp |
| Annual return | 19.77% | 104.99%-85.2pp | 71.31%-51.5pp | 345.32%-325.6pp |
| Employer contribution / active EE | $1,882 | $2,734-31.2% | $1,983-5.1% | $4,762-60.5% |
| Participant deferral / active EE | $4,998 | $4,011+24.6% | $3,239+54.3% | $5,850-14.6% |
| Admin fee / account holder | $1,542 | $8,285-81.4% | $6,101-74.7% | $11,596-86.7% |