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 | $201,634 | $102,966+95.8% | $90,281+123.3% | $152,861+31.9% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 17.04% | 95.16%-78.1pp | 78.10%-61.1pp | 345.32%-328.3pp |
| Employer contribution / active EE | $8,966 | $3,139+185.7% | $2,854+214.1% | $4,762+88.3% |
| Participant deferral / active EE | $9,830 | $4,281+129.6% | $3,885+153.0% | $5,850+68.0% |
| Admin fee / account holder | $5,183 | $6,171-16.0% | $5,351-3.1% | $11,596-55.3% |