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 | $193,217 | $169,032+14.3% | $129,207+49.5% | $145,922+32.4% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.6%+10.4pp | 80.3%-0.3pp |
| Annual return | 13.85% | 14330.11%-14316.3pp | 9417.33%-9403.5pp | 561.29%-547.4pp |
| Employer contribution / active EE | $4,950 | $5,537-10.6% | $4,153+19.2% | $4,660+6.2% |
| Participant deferral / active EE | $4,073 | $4,987-18.3% | $4,168-2.3% | $6,688-39.1% |
| Admin fee / account holder | $15,964 | $9,954+60.4% | $7,715+106.9% | $13,397+19.2% |