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 | $171,488 | $175,202-2.1% | $149,673+14.6% | $139,434+23.0% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 11.99% | 166.71%-154.7pp | 134.42%-122.4pp | 372.94%-361.0pp |
| Employer contribution / active EE | $6,555 | $5,474+19.8% | $4,818+36.1% | $4,751+38.0% |
| Participant deferral / active EE | $3,333 | $6,519-48.9% | $5,680-41.3% | $6,710-50.3% |
| Admin fee / account holder | $999 | $16,150-93.8% | $13,210-92.4% | $11,403-91.2% |