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 | $153,503 | $106,890+43.6% | $84,015+82.7% | $152,861+0.4% |
| Participation rate | 71.4% | 75.2%-3.8pp | 69.0%+2.4pp | 82.4%-11.0pp |
| Annual return | 20.10% | 104.99%-84.9pp | 71.31%-51.2pp | 345.32%-325.2pp |
| Employer contribution / active EE | $1,607 | $2,734-41.2% | $1,983-19.0% | $4,762-66.2% |
| Participant deferral / active EE | $4,994 | $4,011+24.5% | $3,239+54.2% | $5,850-14.6% |
| Admin fee / account holder | $1,830 | $8,285-77.9% | $6,101-70.0% | $11,596-84.2% |