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 | $154,404 | $183,963-16.1% | $162,163-4.8% | $152,861+1.0% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 19.49% | 150.76%-131.3pp | 115.59%-96.1pp | 345.32%-325.8pp |
| Employer contribution / active EE | $2,659 | $6,371-58.3% | $5,614-52.6% | $4,762-44.2% |
| Participant deferral / active EE | $4,502 | $8,034-44.0% | $7,298-38.3% | $5,850-23.0% |
| Admin fee / account holder | $20,472 | $13,121+56.0% | $10,843+88.8% | $11,596+76.5% |