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 | $82,027 | $159,901-48.7% | $146,958-44.2% | $145,922-43.8% |
| Participation rate | 76.2% | 84.0%-7.8pp | 82.2%-6.0pp | 80.3%-4.1pp |
| Annual return | 14.97% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $9,507 | $5,286+79.8% | $4,933+92.7% | $4,660+104.0% |
| Participant deferral / active EE | $13,548 | $8,428+60.7% | $8,070+67.9% | $6,688+102.6% |
| Admin fee / account holder | $10,902 | $15,044-27.5% | $12,998-16.1% | $13,397-18.6% |