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 | $153,739 | $102,317+50.3% | $146,958+4.6% | $80,856+90.1% |
| Participation rate | 87.5% | 75.8%+11.7pp | 82.2%+5.3pp | 67.6%+19.9pp |
| Annual return | 14.79% | 134.76%-120.0pp | 418.34%-403.5pp | 35.59%-20.8pp |
| Employer contribution / active EE | $3,248 | $3,713-12.5% | $4,933-34.2% | $2,755+17.9% |
| Participant deferral / active EE | $6,973 | $6,644+5.0% | $8,070-13.6% | $4,296+62.3% |
| Admin fee / account holder | $980 | $7,941-87.7% | $12,998-92.5% | $6,918-85.8% |