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 | $151,645 | $111,724+35.7% | $93,606+62.0% | $145,922+3.9% |
| Participation rate | 86.4% | 74.2%+12.2pp | 68.7%+17.6pp | 80.3%+6.1pp |
| Annual return | 15.32% | 202.98%-187.7pp | 133.20%-117.9pp | 561.29%-546.0pp |
| Employer contribution / active EE | $2,396 | $3,090-22.4% | $2,420-1.0% | $4,660-48.6% |
| Participant deferral / active EE | $8,051 | $4,912+63.9% | $4,411+82.5% | $6,688+20.4% |
| Admin fee / account holder | $1,670 | $10,250-83.7% | $8,285-79.8% | $13,397-87.5% |