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 | $202,916 | $175,202+15.8% | $149,673+35.6% | $139,434+45.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.07% | 166.71%-151.6pp | 134.42%-119.3pp | 372.94%-357.9pp |
| Employer contribution / active EE | $9,498 | $5,474+73.5% | $4,818+97.1% | $4,751+99.9% |
| Participant deferral / active EE | $10,069 | $6,519+54.5% | $5,680+77.3% | $6,710+50.1% |
| Admin fee / account holder | $2,302 | $16,150-85.7% | $13,210-82.6% | $11,403-79.8% |