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 | $215,798 | $159,901+35.0% | $146,958+46.8% | $145,922+47.9% |
| Participation rate | 70.6% | 84.0%-13.4pp | 82.2%-11.6pp | 80.3%-9.7pp |
| Annual return | 17.67% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,885 | $5,286-45.4% | $4,933-41.5% | $4,660-38.1% |
| Participant deferral / active EE | $5,403 | $8,428-35.9% | $8,070-33.1% | $6,688-19.2% |
| Admin fee / account holder | $24,605 | $15,044+63.6% | $12,998+89.3% | $13,397+83.7% |