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 | $164,474 | $123,909+32.7% | $69,647+136.2% | $145,922+12.7% |
| Participation rate | 83.3% | 69.2%+14.1pp | 66.5%+16.9pp | 80.3%+3.1pp |
| Annual return | 17.91% | 190.55%-172.6pp | 100.48%-82.6pp | 561.29%-543.4pp |
| Employer contribution / active EE | $0 | $2,682-100.0% | $1,712-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $2,499 | $4,236-41.0% | $2,886-13.4% | $6,688-62.6% |
| Admin fee / account holder | $9,808 | $7,863+24.7% | $4,713+108.1% | $13,397-26.8% |