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 8-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 | $164,330 | $107,334+53.1% | $92,893+76.9% | $152,861+7.5% |
| Participation rate | 85.7% | 79.8%+5.9pp | 76.0%+9.7pp | 82.4%+3.3pp |
| Annual return | 25.66% | 145.58%-119.9pp | 109.41%-83.8pp | 345.32%-319.7pp |
| Employer contribution / active EE | $2,083 | $4,221-50.7% | $3,653-43.0% | $4,762-56.3% |
| Participant deferral / active EE | $5,280 | $4,845+9.0% | $4,236+24.6% | $5,850-9.7% |
| Admin fee / account holder | $422 | $7,079-94.0% | $5,794-92.7% | $11,596-96.4% |