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 | $163,913 | $96,635+69.6% | $86,612+89.2% | $139,434+17.6% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 12.72% | 106.41%-93.7pp | 591.07%-578.3pp | 372.94%-360.2pp |
| Employer contribution / active EE | $8,523 | $3,263+161.2% | $3,022+182.0% | $4,751+79.4% |
| Participant deferral / active EE | $13,313 | $4,836+175.3% | $4,438+200.0% | $6,710+98.4% |
| Admin fee / account holder | $26,331 | $6,408+310.9% | $5,614+369.0% | $11,403+130.9% |