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 | $214,311 | $159,602+34.3% | $150,045+42.8% | $142,382+50.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 13.89% | 70.24%-56.3pp | 62.55%-48.7pp | 217.08%-203.2pp |
| Employer contribution / active EE | $4,573 | $4,961-7.8% | $4,693-2.6% | $4,299+6.4% |
| Participant deferral / active EE | $9,268 | $8,310+11.5% | $7,997+15.9% | $6,507+42.4% |
| Admin fee / account holder | $3,052 | $14,846-79.4% | $13,435-77.3% | $12,624-75.8% |