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 | $196,781 | $90,348+117.8% | $75,972+159.0% | $145,922+34.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 15.44% | 620.88%-605.4pp | 359.55%-344.1pp | 561.29%-545.8pp |
| Employer contribution / active EE | $1,772 | $3,311-46.5% | $2,685-34.0% | $4,660-62.0% |
| Participant deferral / active EE | $2,839 | $5,162-45.0% | $4,255-33.3% | $6,688-57.5% |
| Admin fee / account holder | $7,240 | $8,467-14.5% | $6,467+12.0% | $13,397-46.0% |