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 | $160,522 | $112,096+43.2% | $95,952+67.3% | $158,922+1.0% |
| Participation rate | 94.4% | 79.0%+15.5pp | 77.1%+17.4pp | 82.0%+12.5pp |
| Annual return | 14.59% | 171.09%-156.5pp | 91.61%-77.0pp | 302.83%-288.2pp |
| Employer contribution / active EE | $3,124 | $3,198-2.3% | $2,541+22.9% | $4,761-34.4% |
| Participant deferral / active EE | $8,693 | $4,784+81.7% | $4,167+108.6% | $5,982+45.3% |
| Admin fee / account holder | $319 | $10,130-96.8% | $6,795-95.3% | $11,246-97.2% |