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 | $185,352 | $175,202+5.8% | $149,673+23.8% | $139,434+32.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.91% | 166.71%-152.8pp | 134.42%-120.5pp | 372.94%-359.0pp |
| Employer contribution / active EE | $2,171 | $5,474-60.3% | $4,818-54.9% | $4,751-54.3% |
| Participant deferral / active EE | $6,403 | $6,519-1.8% | $5,680+12.7% | $6,710-4.6% |
| Admin fee / account holder | $925 | $16,150-94.3% | $13,210-93.0% | $11,403-91.9% |