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 | $238,626 | $175,202+36.2% | $149,673+59.4% | $139,434+71.1% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 29.13% | 166.71%-137.6pp | 134.42%-105.3pp | 372.94%-343.8pp |
| Employer contribution / active EE | $9,412 | $5,474+71.9% | $4,818+95.4% | $4,751+98.1% |
| Participant deferral / active EE | $7,408 | $6,519+13.6% | $5,680+30.4% | $6,710+10.4% |
| Admin fee / account holder | $2,930 | $16,150-81.9% | $13,210-77.8% | $11,403-74.3% |