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 | $182,663 | $144,119+26.7% | $117,854+55.0% | $147,584+23.8% |
| Participation rate | 83.3% | 83.4%-0.1pp | 79.7%+3.7pp | 82.8%+0.5pp |
| Annual return | 22.01% | 531.15%-509.1pp | 335.08%-313.1pp | 578.55%-556.5pp |
| Employer contribution / active EE | $12,406 | $4,896+153.4% | $3,786+227.7% | $4,876+154.4% |
| Participant deferral / active EE | $8,622 | $5,316+62.2% | $4,482+92.4% | $5,439+58.5% |
| Admin fee / account holder | $629 | $10,886-94.2% | $8,020-92.2% | $10,885-94.2% |