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 | $225,077 | $175,202+28.5% | $149,673+50.4% | $139,434+61.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 17.48% | 166.71%-149.2pp | 134.42%-116.9pp | 372.94%-355.5pp |
| Employer contribution / active EE | $11,111 | $5,474+103.0% | $4,818+130.6% | $4,751+133.9% |
| Participant deferral / active EE | $6,679 | $6,519+2.5% | $5,680+17.6% | $6,710-0.5% |
| Admin fee / account holder | $6,907 | $16,150-57.2% | $13,210-47.7% | $11,403-39.4% |