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 | $171,047 | $111,724+53.1% | $93,606+82.7% | $145,922+17.2% |
| Participation rate | 81.0% | 74.2%+6.7pp | 68.7%+12.2pp | 80.3%+0.7pp |
| Annual return | 21.26% | 202.98%-181.7pp | 133.20%-111.9pp | 561.29%-540.0pp |
| Employer contribution / active EE | $4,257 | $3,090+37.8% | $2,420+75.9% | $4,660-8.6% |
| Participant deferral / active EE | $3,396 | $4,912-30.9% | $4,411-23.0% | $6,688-49.2% |
| Admin fee / account holder | $7,313 | $10,250-28.7% | $8,285-11.7% | $13,397-45.4% |