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 | $224,316 | $183,519+22.2% | $155,509+44.2% | $145,922+53.7% |
| Participation rate | 71.4% | 82.7%-11.2pp | 78.2%-6.8pp | 80.3%-8.8pp |
| Annual return | 15.02% | 61.17%-46.1pp | 64.67%-49.7pp | 561.29%-546.3pp |
| Employer contribution / active EE | $4,079 | $5,313-23.2% | $4,672-12.7% | $4,660-12.5% |
| Participant deferral / active EE | $10,177 | $6,462+57.5% | $5,626+80.9% | $6,688+52.2% |
| Admin fee / account holder | $1,350 | $19,313-93.0% | $15,912-91.5% | $13,397-89.9% |