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 | $197,260 | $165,984+18.8% | $164,813+19.7% | $145,922+35.2% |
| Participation rate | 90.9% | 82.0%+8.9pp | 78.6%+12.3pp | 80.3%+10.6pp |
| Annual return | 13.53% | 100.03%-86.5pp | 69.93%-56.4pp | 561.29%-547.8pp |
| Employer contribution / active EE | $8,608 | $5,273+63.2% | $4,341+98.3% | $4,660+84.7% |
| Participant deferral / active EE | $9,739 | $6,959+40.0% | $6,031+61.5% | $6,688+45.6% |
| Admin fee / account holder | $1,792 | $16,648-89.2% | $12,690-85.9% | $13,397-86.6% |