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 | $151,714 | $107,934+40.6% | $91,989+64.9% | $152,861-0.7% |
| Participation rate | 85.0% | 81.2%+3.8pp | 78.6%+6.4pp | 82.4%+2.6pp |
| Annual return | 17.04% | 89.24%-72.2pp | 69.02%-52.0pp | 345.32%-328.3pp |
| Employer contribution / active EE | $1,602 | $4,210-61.9% | $3,452-53.6% | $4,762-66.4% |
| Participant deferral / active EE | $5,679 | $6,364-10.8% | $5,923-4.1% | $5,850-2.9% |
| Admin fee / account holder | $17,558 | $10,520+66.9% | $7,743+126.8% | $11,596+51.4% |