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 | $208,210 | $202,432+2.9% | $169,368+22.9% | $139,434+49.3% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.70% | 531.74%-516.0pp | 405.60%-389.9pp | 372.94%-357.2pp |
| Employer contribution / active EE | $2,448 | $4,692-47.8% | $4,013-39.0% | $4,751-48.5% |
| Participant deferral / active EE | $5,944 | $6,938-14.3% | $6,221-4.5% | $6,710-11.4% |
| Admin fee / account holder | $1,496 | $10,708-86.0% | $9,003-83.4% | $11,403-86.9% |