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 | $164,585 | $159,901+2.9% | $146,958+12.0% | $145,922+12.8% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 22.92% | 98.13%-75.2pp | 418.34%-395.4pp | 561.29%-538.4pp |
| Employer contribution / active EE | $1,214 | $5,286-77.0% | $4,933-75.4% | $4,660-73.9% |
| Participant deferral / active EE | $6,206 | $8,428-26.4% | $8,070-23.1% | $6,688-7.2% |
| Admin fee / account holder | $16,231 | $15,044+7.9% | $12,998+24.9% | $13,397+21.2% |