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 | $169,118 | $165,335+2.3% | $149,696+13.0% | $158,922+6.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.19% | 348.15%-332.0pp | 276.60%-260.4pp | 302.83%-286.6pp |
| Employer contribution / active EE | $8,447 | $5,103+65.5% | $4,644+81.9% | $4,761+77.4% |
| Participant deferral / active EE | $19,929 | $7,181+177.5% | $6,842+191.3% | $5,982+233.1% |
| Admin fee / account holder | $6,592 | $10,807-39.0% | $9,309-29.2% | $11,246-41.4% |