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 | $193,471 | $160,055+20.9% | $140,016+38.2% | $135,375+42.9% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | 51.86% | 911.38%-859.5pp | 651.12%-599.3pp | 519.73%-467.9pp |
| Employer contribution / active EE | $2,530 | $6,420-60.6% | $5,606-54.9% | $4,779-47.1% |
| Participant deferral / active EE | $10,723 | $7,642+40.3% | $6,927+54.8% | $5,609+91.2% |
| Admin fee / account holder | $2,013 | $13,328-84.9% | $10,705-81.2% | $10,827-81.4% |