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 | $159,416 | $105,998+50.4% | $92,233+72.8% | $147,584+8.0% |
| Participation rate | 72.7% | 80.4%-7.7pp | 76.5%-3.8pp | 82.8%-10.1pp |
| Annual return | 17.47% | 50.05%-32.6pp | 176.28%-158.8pp | 578.55%-561.1pp |
| Employer contribution / active EE | $2,159 | $4,333-50.2% | $3,679-41.3% | $4,876-55.7% |
| Participant deferral / active EE | $4,762 | $4,478+6.4% | $3,897+22.2% | $5,439-12.4% |
| Admin fee / account holder | $4,520 | $6,332-28.6% | $5,194-13.0% | $10,885-58.5% |