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 | $223,413 | $197,591+13.1% | $177,821+25.6% | $158,922+40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 22.27% | 58.76%-36.5pp | 48.32%-26.1pp | 302.83%-280.6pp |
| Employer contribution / active EE | $9,702 | $6,697+44.9% | $5,918+63.9% | $4,761+103.8% |
| Participant deferral / active EE | $8,356 | $8,405-0.6% | $7,714+8.3% | $5,982+39.7% |
| Admin fee / account holder | $1,450 | $15,399-90.6% | $12,427-88.3% | $11,246-87.1% |