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 | $157,783 | $126,574+24.7% | $106,213+48.6% | $145,922+8.1% |
| Participation rate | 92.9% | 77.6%+15.2pp | 75.3%+17.6pp | 80.3%+12.6pp |
| Annual return | 13.32% | 224.79%-211.5pp | 116.14%-102.8pp | 561.29%-548.0pp |
| Employer contribution / active EE | $1,689 | $3,730-54.7% | $3,171-46.8% | $4,660-63.8% |
| Participant deferral / active EE | $3,003 | $5,724-47.5% | $5,016-40.1% | $6,688-55.1% |
| Admin fee / account holder | $1,528 | $17,304-91.2% | $11,033-86.2% | $13,397-88.6% |