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 | $191,713 | $183,519+4.5% | $155,509+23.3% | $145,922+31.4% |
| Participation rate | 88.9% | 82.7%+6.2pp | 78.2%+10.7pp | 80.3%+8.6pp |
| Annual return | 11.12% | 61.17%-50.0pp | 64.67%-53.5pp | 561.29%-550.2pp |
| Employer contribution / active EE | $6,150 | $5,313+15.8% | $4,672+31.6% | $4,660+32.0% |
| Participant deferral / active EE | $8,969 | $6,462+38.8% | $5,626+59.4% | $6,688+34.1% |
| Admin fee / account holder | $1,458 | $19,313-92.4% | $15,912-90.8% | $13,397-89.1% |