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 | $146,608 | $111,724+31.2% | $93,606+56.6% | $145,922+0.5% |
| Participation rate | 94.1% | 74.2%+19.9pp | 68.7%+25.4pp | 80.3%+13.8pp |
| Annual return | 9.82% | 202.98%-193.2pp | 133.20%-123.4pp | 561.29%-551.5pp |
| Employer contribution / active EE | $3,675 | $3,090+18.9% | $2,420+51.9% | $4,660-21.1% |
| Participant deferral / active EE | $8,263 | $4,912+68.2% | $4,411+87.3% | $6,688+23.6% |
| Admin fee / account holder | $18,399 | $10,250+79.5% | $8,285+122.1% | $13,397+37.3% |