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 | $176,793 | $96,635+82.9% | $86,612+104.1% | $139,434+26.8% |
| Participation rate | 72.7% | 74.4%-1.7pp | 71.7%+1.0pp | 80.3%-7.6pp |
| Annual return | 12.80% | 106.41%-93.6pp | 591.07%-578.3pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,216 | $3,263-62.7% | $3,022-59.8% | $4,751-74.4% |
| Participant deferral / active EE | $1,387 | $4,836-71.3% | $4,438-68.7% | $6,710-79.3% |
| Admin fee / account holder | $7,147 | $6,408+11.5% | $5,614+27.3% | $11,403-37.3% |