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 | $163,022 | $112,881+44.4% | $90,951+79.2% | $158,922+2.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 17.59% | 215.79%-198.2pp | 134.60%-117.0pp | 302.83%-285.2pp |
| Employer contribution / active EE | $979 | $2,893-66.2% | $2,122-53.9% | $4,761-79.4% |
| Participant deferral / active EE | $6,730 | $4,128+63.0% | $3,373+99.5% | $5,982+12.5% |
| Admin fee / account holder | $918 | $8,041-88.6% | $5,959-84.6% | $11,246-91.8% |