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 | $118,178 | $72,400+63.2% | $67,502+75.1% | $145,922-19.0% |
| Participation rate | 92.3% | 76.9%+15.5pp | 72.9%+19.4pp | 80.3%+12.0pp |
| Annual return | 12.16% | 7182.46%-7170.3pp | 3512.12%-3500.0pp | 561.29%-549.1pp |
| Employer contribution / active EE | $3,928 | $3,069+28.0% | $2,731+43.8% | $4,660-15.7% |
| Participant deferral / active EE | $17,683 | $4,783+269.7% | $4,000+342.1% | $6,688+164.4% |
| Admin fee / account holder | $8,625 | $5,539+55.7% | $3,998+115.7% | $13,397-35.6% |