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 | $191,074 | $226,064-15.5% | $182,532+4.7% | $152,861+25.0% |
| Participation rate | 78.6% | 82.5%-3.9pp | 78.0%+0.6pp | 82.4%-3.9pp |
| Annual return | 16.56% | 192.51%-176.0pp | 148.54%-132.0pp | 345.32%-328.8pp |
| Employer contribution / active EE | $1,782 | $4,978-64.2% | $4,076-56.3% | $4,762-62.6% |
| Participant deferral / active EE | $5,962 | $6,368-6.4% | $5,524+7.9% | $5,850+1.9% |
| Admin fee / account holder | $36,230 | $10,703+238.5% | $8,592+321.7% | $11,596+212.4% |