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 | $142,522 | $115,770+23.1% | $101,248+40.8% | $158,922-10.3% |
| Participation rate | 95.8% | 79.4%+16.5pp | 75.8%+20.0pp | 82.0%+13.9pp |
| Annual return | 10.47% | 56.14%-45.7pp | 46.47%-36.0pp | 302.83%-292.4pp |
| Employer contribution / active EE | $4,039 | $4,175-3.2% | $3,660+10.4% | $4,761-15.2% |
| Participant deferral / active EE | $5,460 | $4,957+10.1% | $4,370+24.9% | $5,982-8.7% |
| Admin fee / account holder | $20,840 | $7,245+187.6% | $5,945+250.5% | $11,246+85.3% |