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 | $167,433 | $150,187+11.5% | $120,354+39.1% | $145,922+14.7% |
| Participation rate | 93.8% | 78.8%+15.0pp | 71.9%+21.8pp | 80.3%+13.5pp |
| Annual return | 13.84% | 154.07%-140.2pp | 107.15%-93.3pp | 561.29%-547.4pp |
| Employer contribution / active EE | $9,107 | $4,348+109.5% | $3,463+163.0% | $4,660+95.5% |
| Participant deferral / active EE | $7,056 | $6,173+14.3% | $4,991+41.4% | $6,688+5.5% |
| Admin fee / account holder | $3,045 | $12,207-75.1% | $9,423-67.7% | $13,397-77.3% |