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 | $164,288 | $102,317+60.6% | $146,958+11.8% | $80,856+103.2% |
| Participation rate | 78.1% | 75.8%+2.3pp | 82.2%-4.0pp | 67.6%+10.5pp |
| Annual return | 21.66% | 134.76%-113.1pp | 418.34%-396.7pp | 35.59%-13.9pp |
| Employer contribution / active EE | $4,782 | $3,713+28.8% | $4,933-3.1% | $2,755+73.6% |
| Participant deferral / active EE | $12,278 | $6,644+84.8% | $8,070+52.1% | $4,296+185.8% |
| Admin fee / account holder | $3,094 | $7,941-61.0% | $12,998-76.2% | $6,918-55.3% |