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 | $172,791 | $111,724+54.7% | $93,606+84.6% | $145,922+18.4% |
| Participation rate | 81.3% | 74.2%+7.0pp | 68.7%+12.5pp | 80.3%+1.0pp |
| Annual return | 17.47% | 202.98%-185.5pp | 133.20%-115.7pp | 561.29%-543.8pp |
| Employer contribution / active EE | $1,906 | $3,090-38.3% | $2,420-21.2% | $4,660-59.1% |
| Participant deferral / active EE | $4,636 | $4,912-5.6% | $4,411+5.1% | $6,688-30.7% |
| Admin fee / account holder | $3,147 | $10,250-69.3% | $8,285-62.0% | $13,397-76.5% |