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 | $225,592 | $175,202+28.8% | $149,673+50.7% | $139,434+61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.29% | 166.71%-152.4pp | 134.42%-120.1pp | 372.94%-358.7pp |
| Employer contribution / active EE | $8,614 | $5,474+57.4% | $4,818+78.8% | $4,751+81.3% |
| Participant deferral / active EE | $6,347 | $6,519-2.6% | $5,680+11.7% | $6,710-5.4% |
| Admin fee / account holder | $1,968 | $16,150-87.8% | $13,210-85.1% | $11,403-82.7% |