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 | $138,595 | $56,114+147.0% | $96,139+44.2% | $85,850+61.4% |
| Participation rate | 79.3% | 56.7%+22.6pp | 68.4%+10.9pp | 69.3%+10.0pp |
| Annual return | 13.55% | 42.30%-28.8pp | 191.94%-178.4pp | 318.53%-305.0pp |
| Employer contribution / active EE | $559 | $1,620-65.5% | $2,797-80.0% | $2,565-78.2% |
| Participant deferral / active EE | $5,885 | $2,859+105.8% | $4,349+35.3% | $3,952+48.9% |
| Admin fee / account holder | $1,555 | $3,768-58.7% | $5,537-71.9% | $6,260-75.2% |