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 | $161,495 | $88,751+82.0% | $81,812+97.4% | $145,922+10.7% |
| Participation rate | 80.0% | 75.0%+5.0pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 11.40% | 1025.40%-1014.0pp | 773.79%-762.4pp | 561.29%-549.9pp |
| Employer contribution / active EE | $4,824 | $3,083+56.5% | $2,912+65.7% | $4,660+3.5% |
| Participant deferral / active EE | $12,236 | $4,643+163.5% | $4,319+183.3% | $6,688+83.0% |
| Admin fee / account holder | $639 | $8,415-92.4% | $7,386-91.3% | $13,397-95.2% |