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 | $150,179 | $111,724+34.4% | $93,606+60.4% | $145,922+2.9% |
| Participation rate | 92.9% | 74.2%+18.6pp | 68.7%+24.1pp | 80.3%+12.6pp |
| Annual return | 14.83% | 202.98%-188.1pp | 133.20%-118.4pp | 561.29%-546.5pp |
| Employer contribution / active EE | $7,356 | $3,090+138.1% | $2,420+204.0% | $4,660+57.9% |
| Participant deferral / active EE | $2,742 | $4,912-44.2% | $4,411-37.9% | $6,688-59.0% |
| Admin fee / account holder | $1,984 | $10,250-80.6% | $8,285-76.1% | $13,397-85.2% |