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 | $203,761 | $183,963+10.8% | $162,163+25.7% | $152,861+33.3% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.6%-1.8pp | 82.4%+3.3pp |
| Annual return | 20.13% | 150.76%-130.6pp | 115.59%-95.5pp | 345.32%-325.2pp |
| Employer contribution / active EE | $3,008 | $6,371-52.8% | $5,614-46.4% | $4,762-36.8% |
| Participant deferral / active EE | $8,329 | $8,034+3.7% | $7,298+14.1% | $5,850+42.4% |
| Admin fee / account holder | $6,583 | $13,121-49.8% | $10,843-39.3% | $11,596-43.2% |