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 | $204,499 | $102,317+99.9% | $146,958+39.2% | $80,856+152.9% |
| Participation rate | 89.7% | 75.8%+13.8pp | 82.2%+7.5pp | 67.6%+22.0pp |
| Annual return | 21.53% | 134.76%-113.2pp | 418.34%-396.8pp | 35.59%-14.1pp |
| Employer contribution / active EE | $1,157 | $3,713-68.8% | $4,933-76.5% | $2,755-58.0% |
| Participant deferral / active EE | $11,226 | $6,644+69.0% | $8,070+39.1% | $4,296+161.3% |
| Admin fee / account holder | $5,164 | $7,941-35.0% | $12,998-60.3% | $6,918-25.4% |