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 | $157,408 | $63,346+148.5% | $92,233+70.7% | $70,131+124.4% |
| Participation rate | 72.2% | 68.7%+3.5pp | 76.5%-4.3pp | 69.5%+2.7pp |
| Annual return | 14.41% | 530.12%-515.7pp | 176.28%-161.9pp | 73.14%-58.7pp |
| Employer contribution / active EE | $10,058 | $2,471+307.0% | $3,679+173.4% | $2,342+329.4% |
| Participant deferral / active EE | $4,284 | $2,854+50.1% | $3,897+9.9% | $3,332+28.6% |
| Admin fee / account holder | $4,516 | $3,840+17.6% | $5,194-13.1% | $4,645-2.8% |