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 | $183,710 | $209,411-12.3% | $178,490+2.9% | $158,922+15.6% |
| Participation rate | 94.7% | 86.3%+8.4pp | 81.9%+12.8pp | 82.0%+12.8pp |
| Annual return | 19.91% | 188.75%-168.8pp | 151.07%-131.2pp | 302.83%-282.9pp |
| Employer contribution / active EE | $10,506 | $5,706+84.1% | $5,011+109.7% | $4,761+120.7% |
| Participant deferral / active EE | $5,496 | $5,954-7.7% | $5,202+5.7% | $5,982-8.1% |
| Admin fee / account holder | $393 | $17,074-97.7% | $13,984-97.2% | $11,246-96.5% |