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 | $220,780 | $209,411+5.4% | $178,490+23.7% | $158,922+38.9% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 11.42% | 188.75%-177.3pp | 151.07%-139.7pp | 302.83%-291.4pp |
| Employer contribution / active EE | $2,376 | $5,706-58.4% | $5,011-52.6% | $4,761-50.1% |
| Participant deferral / active EE | $3,304 | $5,954-44.5% | $5,202-36.5% | $5,982-44.8% |
| Admin fee / account holder | $36,874 | $17,074+116.0% | $13,984+163.7% | $11,246+227.9% |