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 | $218,250 | $177,572+22.9% | $154,803+41.0% | $142,382+53.3% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.1%+5.3pp | 80.1%+3.2pp |
| Annual return | 14.83% | 65.07%-50.2pp | 58.88%-44.1pp | 217.08%-202.2pp |
| Employer contribution / active EE | $13,918 | $4,810+189.3% | $4,305+223.3% | $4,299+223.8% |
| Participant deferral / active EE | $6,883 | $6,272+9.7% | $5,540+24.2% | $6,507+5.8% |
| Admin fee / account holder | $8,333 | $16,786-50.4% | $14,329-41.8% | $12,624-34.0% |