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 | $217,811 | $217,402+0.2% | $185,823+17.2% | $167,490+30.0% |
| Participation rate | 91.7% | 86.0%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 10.03% | 148.36%-138.3pp | 122.05%-112.0pp | 478.56%-468.5pp |
| Employer contribution / active EE | $4,049 | $5,873-31.1% | $5,167-21.6% | $4,837-16.3% |
| Participant deferral / active EE | $8,564 | $6,356+34.7% | $5,568+53.8% | $6,341+35.1% |
| Admin fee / account holder | $1,198 | $19,811-94.0% | $16,237-92.6% | $12,309-90.3% |