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 | $184,418 | $159,901+15.3% | $146,958+25.5% | $145,922+26.4% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 17.72% | 98.13%-80.4pp | 418.34%-400.6pp | 561.29%-543.6pp |
| Employer contribution / active EE | $2,801 | $5,286-47.0% | $4,933-43.2% | $4,660-39.9% |
| Participant deferral / active EE | $16,753 | $8,428+98.8% | $8,070+107.6% | $6,688+150.5% |
| Admin fee / account holder | $34,455 | $15,044+129.0% | $12,998+165.1% | $13,397+157.2% |