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 | $167,358 | $74,888+123.5% | $71,209+135.0% | $142,382+17.5% |
| Participation rate | 84.6% | 76.2%+8.4pp | 73.8%+10.9pp | 80.1%+4.5pp |
| Annual return | 13.84% | 345.14%-331.3pp | 282.51%-268.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $2,257 | $2,854-20.9% | $2,721-17.0% | $4,299-47.5% |
| Participant deferral / active EE | $4,471 | $4,454+0.4% | $4,175+7.1% | $6,507-31.3% |
| Admin fee / account holder | $9,296 | $5,568+66.9% | $5,349+73.8% | $12,624-26.4% |