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 | $192,146 | $209,411-8.2% | $178,490+7.7% | $158,922+20.9% |
| Participation rate | 86.7% | 86.3%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 10.93% | 188.75%-177.8pp | 151.07%-140.1pp | 302.83%-291.9pp |
| Employer contribution / active EE | $13,625 | $5,706+138.8% | $5,011+171.9% | $4,761+186.2% |
| Participant deferral / active EE | $2,108 | $5,954-64.6% | $5,202-59.5% | $5,982-64.8% |
| Admin fee / account holder | $6,780 | $17,074-60.3% | $13,984-51.5% | $11,246-39.7% |