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 | $145,455 | $105,181+38.3% | $159,436-8.8% | $85,850+69.4% |
| Participation rate | 98.3% | 75.8%+22.5pp | 82.8%+15.5pp | 69.3%+29.0pp |
| Annual return | 14.84% | 45.07%-30.2pp | 263.57%-248.7pp | 318.53%-303.7pp |
| Employer contribution / active EE | $1,781 | $3,318-46.3% | $4,829-63.1% | $2,565-30.6% |
| Participant deferral / active EE | $8,333 | $5,945+40.2% | $7,352+13.3% | $3,952+110.9% |
| Admin fee / account holder | $8,994 | $6,933+29.7% | $10,799-16.7% | $6,260+43.7% |