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 | $173,031 | $159,901+8.2% | $146,958+17.7% | $145,922+18.6% |
| Participation rate | 88.2% | 84.0%+4.2pp | 82.2%+6.1pp | 80.3%+8.0pp |
| Annual return | 13.18% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $2,292 | $5,286-56.6% | $4,933-53.5% | $4,660-50.8% |
| Participant deferral / active EE | $11,516 | $8,428+36.6% | $8,070+42.7% | $6,688+72.2% |
| Admin fee / account holder | $18,595 | $15,044+23.6% | $12,998+43.1% | $13,397+38.8% |