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 | $216,075 | $183,963+17.5% | $162,163+33.2% | $152,861+41.4% |
| Participation rate | 87.0% | 88.5%-1.5pp | 87.6%-0.6pp | 82.4%+4.5pp |
| Annual return | 21.68% | 150.76%-129.1pp | 115.59%-93.9pp | 345.32%-323.6pp |
| Employer contribution / active EE | $3,161 | $6,371-50.4% | $5,614-43.7% | $4,762-33.6% |
| Participant deferral / active EE | $8,903 | $8,034+10.8% | $7,298+22.0% | $5,850+52.2% |
| Admin fee / account holder | $14,851 | $13,121+13.2% | $10,843+37.0% | $11,596+28.1% |