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 | $194,834 | $202,432-3.8% | $169,368+15.0% | $139,434+39.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 12.87% | 531.74%-518.9pp | 405.60%-392.7pp | 372.94%-360.1pp |
| Employer contribution / active EE | $3,876 | $4,692-17.4% | $4,013-3.4% | $4,751-18.4% |
| Participant deferral / active EE | $11,489 | $6,938+65.6% | $6,221+84.7% | $6,710+71.2% |
| Admin fee / account holder | $12,102 | $10,708+13.0% | $9,003+34.4% | $11,403+6.1% |