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 | $157,932 | $57,281+175.7% | $86,612+82.3% | $75,163+110.1% |
| Participation rate | 76.7% | 63.2%+13.5pp | 71.7%+5.0pp | 67.2%+9.5pp |
| Annual return | 17.51% | 2670.75%-2653.2pp | 591.07%-573.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $1,495 | $2,314-35.4% | $3,022-50.5% | $2,670-44.0% |
| Participant deferral / active EE | $4,798 | $3,318+44.6% | $4,438+8.1% | $4,125+16.3% |
| Admin fee / account holder | $3,031 | $4,112-26.3% | $5,614-46.0% | $5,651-46.4% |