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 7-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 | $163,680 | $90,348+81.2% | $75,972+115.4% | $145,922+12.2% |
| Participation rate | 88.9% | 74.5%+14.4pp | 69.1%+19.8pp | 80.3%+8.6pp |
| Annual return | 15.29% | 620.88%-605.6pp | 359.55%-344.3pp | 561.29%-546.0pp |
| Employer contribution / active EE | $5,835 | $3,311+76.2% | $2,685+117.3% | $4,660+25.2% |
| Participant deferral / active EE | $18,600 | $5,162+260.4% | $4,255+337.1% | $6,688+178.1% |
| Admin fee / account holder | $7,706 | $8,467-9.0% | $6,467+19.2% | $13,397-42.5% |