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 | $182,528 | $159,901+14.2% | $146,958+24.2% | $145,922+25.1% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 11.83% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $2,478 | $5,286-53.1% | $4,933-49.8% | $4,660-46.8% |
| Participant deferral / active EE | $6,359 | $8,428-24.5% | $8,070-21.2% | $6,688-4.9% |
| Admin fee / account holder | $47,488 | $15,044+215.7% | $12,998+265.3% | $13,397+254.5% |