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 | $221,699 | $217,402+2.0% | $185,823+19.3% | $167,490+32.4% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 15.29% | 148.36%-133.1pp | 122.05%-106.8pp | 478.56%-463.3pp |
| Employer contribution / active EE | $9,504 | $5,873+61.8% | $5,167+83.9% | $4,837+96.5% |
| Participant deferral / active EE | $5,051 | $6,356-20.5% | $5,568-9.3% | $6,341-20.3% |
| Admin fee / account holder | $529 | $19,811-97.3% | $16,237-96.7% | $12,309-95.7% |