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 | $159,502 | $104,907+52.0% | $84,611+88.5% | $152,861+4.3% |
| Participation rate | 94.1% | 74.8%+19.3pp | 68.2%+25.9pp | 82.4%+11.7pp |
| Annual return | 25.53% | 373.79%-348.3pp | 258.74%-233.2pp | 345.32%-319.8pp |
| Employer contribution / active EE | $1,029 | $3,302-68.8% | $2,652-61.2% | $4,762-78.4% |
| Participant deferral / active EE | $1,901 | $4,688-59.4% | $3,899-51.2% | $5,850-67.5% |
| Admin fee / account holder | $810 | $6,241-87.0% | $4,912-83.5% | $11,596-93.0% |