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 | $218,802 | $175,202+24.9% | $149,673+46.2% | $139,434+56.9% |
| Participation rate | 85.7% | 83.4%+2.3pp | 78.8%+6.9pp | 80.3%+5.4pp |
| Annual return | 14.17% | 166.71%-152.5pp | 134.42%-120.2pp | 372.94%-358.8pp |
| Employer contribution / active EE | $11,644 | $5,474+112.7% | $4,818+141.7% | $4,751+145.1% |
| Participant deferral / active EE | $6,957 | $6,519+6.7% | $5,680+22.5% | $6,710+3.7% |
| Admin fee / account holder | $1,886 | $16,150-88.3% | $13,210-85.7% | $11,403-83.5% |