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 | $170,530 | $63,346+169.2% | $92,233+84.9% | $70,131+143.2% |
| Participation rate | 95.2% | 68.7%+26.6pp | 76.5%+18.8pp | 69.5%+25.7pp |
| Annual return | 13.90% | 530.12%-516.2pp | 176.28%-162.4pp | 73.14%-59.2pp |
| Employer contribution / active EE | $10,588 | $2,471+328.5% | $3,679+187.8% | $2,342+352.0% |
| Participant deferral / active EE | $6,221 | $2,854+118.0% | $3,897+59.6% | $3,332+86.7% |
| Admin fee / account holder | $1,964 | $3,840-48.9% | $5,194-62.2% | $4,645-57.7% |