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 | $206,623 | $198,466+4.1% | $170,442+21.2% | $147,584+40.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.57% | 257.29%-241.7pp | 205.93%-190.4pp | 578.55%-563.0pp |
| Employer contribution / active EE | $7,888 | $6,184+27.6% | $5,433+45.2% | $4,876+61.8% |
| Participant deferral / active EE | $5,910 | $5,629+5.0% | $4,939+19.7% | $5,439+8.7% |
| Admin fee / account holder | $3,938 | $16,852-76.6% | $13,880-71.6% | $10,885-63.8% |