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 | $213,171 | $175,202+21.7% | $149,673+42.4% | $139,434+52.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 15.53% | 166.71%-151.2pp | 134.42%-118.9pp | 372.94%-357.4pp |
| Employer contribution / active EE | $2,848 | $5,474-48.0% | $4,818-40.9% | $4,751-40.1% |
| Participant deferral / active EE | $6,031 | $6,519-7.5% | $5,680+6.2% | $6,710-10.1% |
| Admin fee / account holder | $10,950 | $16,150-32.2% | $13,210-17.1% | $11,403-4.0% |