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 | $174,165 | $102,317+70.2% | $146,958+18.5% | $80,856+115.4% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.2%-12.2pp | 67.6%+2.4pp |
| Annual return | 18.89% | 134.76%-115.9pp | 418.34%-399.5pp | 35.59%-16.7pp |
| Employer contribution / active EE | $1,549 | $3,713-58.3% | $4,933-68.6% | $2,755-43.8% |
| Participant deferral / active EE | $4,781 | $6,644-28.0% | $8,070-40.8% | $4,296+11.3% |
| Admin fee / account holder | $3,679 | $7,941-53.7% | $12,998-71.7% | $6,918-46.8% |