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 | $152,998 | $96,635+58.3% | $86,612+76.6% | $139,434+9.7% |
| Participation rate | 85.0% | 74.4%+10.6pp | 71.7%+13.3pp | 80.3%+4.7pp |
| Annual return | 12.48% | 106.41%-93.9pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $2,237 | $3,263-31.4% | $3,022-26.0% | $4,751-52.9% |
| Participant deferral / active EE | $4,783 | $4,836-1.1% | $4,438+7.8% | $6,710-28.7% |
| Admin fee / account holder | $1,779 | $6,408-72.2% | $5,614-68.3% | $11,403-84.4% |