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 | $164,611 | $88,751+85.5% | $81,812+101.2% | $145,922+12.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 72.3%+5.4pp | 80.3%-2.5pp |
| Annual return | 12.44% | 1025.40%-1013.0pp | 773.79%-761.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $1,089 | $3,083-64.7% | $2,912-62.6% | $4,660-76.6% |
| Participant deferral / active EE | $6,000 | $4,643+29.2% | $4,319+38.9% | $6,688-10.3% |
| Admin fee / account holder | $494 | $8,415-94.1% | $7,386-93.3% | $13,397-96.3% |