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 | $145,892 | $96,635+51.0% | $86,612+68.4% | $139,434+4.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 26.40% | 106.41%-80.0pp | 591.07%-564.7pp | 372.94%-346.5pp |
| Employer contribution / active EE | $1,559 | $3,263-52.2% | $3,022-48.4% | $4,751-67.2% |
| Participant deferral / active EE | $8,331 | $4,836+72.3% | $4,438+87.7% | $6,710+24.2% |
| Admin fee / account holder | $10,092 | $6,408+57.5% | $5,614+79.8% | $11,403-11.5% |