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 | $181,368 | $108,919+66.5% | $100,391+80.7% | $145,922+24.3% |
| Participation rate | 71.4% | 82.9%-11.5pp | 81.5%-10.1pp | 80.3%-8.8pp |
| Annual return | 14.44% | 57.88%-43.4pp | 49.20%-34.8pp | 561.29%-546.8pp |
| Employer contribution / active EE | $2,999 | $4,419-32.1% | $3,942-23.9% | $4,660-35.6% |
| Participant deferral / active EE | $14,472 | $8,445+71.4% | $8,082+79.1% | $6,688+116.4% |
| Admin fee / account holder | $2,466 | $9,689-74.5% | $7,899-68.8% | $13,397-81.6% |