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 | $160,354 | $150,187+6.8% | $120,354+33.2% | $145,922+9.9% |
| Participation rate | 83.3% | 78.8%+4.6pp | 71.9%+11.4pp | 80.3%+3.1pp |
| Annual return | 11.39% | 154.07%-142.7pp | 107.15%-95.8pp | 561.29%-549.9pp |
| Employer contribution / active EE | $930 | $4,348-78.6% | $3,463-73.2% | $4,660-80.0% |
| Participant deferral / active EE | $5,749 | $6,173-6.9% | $4,991+15.2% | $6,688-14.0% |
| Admin fee / account holder | $1,012 | $12,207-91.7% | $9,423-89.3% | $13,397-92.4% |