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 | $172,128 | $114,047+50.9% | $96,139+79.0% | $167,490+2.8% |
| Participation rate | 88.9% | 75.1%+13.8pp | 68.4%+20.4pp | 82.1%+6.8pp |
| Annual return | 11.43% | 189.88%-178.4pp | 191.94%-180.5pp | 478.56%-467.1pp |
| Employer contribution / active EE | $1,054 | $3,427-69.2% | $2,797-62.3% | $4,837-78.2% |
| Participant deferral / active EE | $8,637 | $5,194+66.3% | $4,349+98.6% | $6,341+36.2% |
| Admin fee / account holder | $6,267 | $6,897-9.1% | $5,537+13.2% | $12,309-49.1% |