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 | $188,341 | $96,635+94.9% | $86,612+117.5% | $139,434+35.1% |
| Participation rate | 92.3% | 74.4%+17.9pp | 71.7%+20.6pp | 80.3%+12.0pp |
| Annual return | 17.88% | 106.41%-88.5pp | 591.07%-573.2pp | 372.94%-355.1pp |
| Employer contribution / active EE | $3,317 | $3,263+1.7% | $3,022+9.7% | $4,751-30.2% |
| Participant deferral / active EE | $13,181 | $4,836+172.6% | $4,438+197.0% | $6,710+96.4% |
| Admin fee / account holder | $540 | $6,408-91.6% | $5,614-90.4% | $11,403-95.3% |