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 | $171,110 | $138,065+23.9% | $123,544+38.5% | $135,375+26.4% |
| Participation rate | 95.2% | 84.7%+10.5pp | 82.3%+12.9pp | 82.6%+12.6pp |
| Annual return | -4.02% | 153.68%-157.7pp | 119.20%-123.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $3,670 | $5,151-28.7% | $4,628-20.7% | $4,779-23.2% |
| Participant deferral / active EE | $7,857 | $6,799+15.6% | $6,426+22.3% | $5,609+40.1% |
| Admin fee / account holder | $1,897 | $10,916-82.6% | $9,284-79.6% | $10,827-82.5% |