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 | $184,788 | $175,202+5.5% | $149,673+23.5% | $139,434+32.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.81% | 166.71%-147.9pp | 134.42%-115.6pp | 372.94%-354.1pp |
| Employer contribution / active EE | $15,645 | $5,474+185.8% | $4,818+224.7% | $4,751+229.3% |
| Participant deferral / active EE | $8,993 | $6,519+38.0% | $5,680+58.3% | $6,710+34.0% |
| Admin fee / account holder | $973 | $16,150-94.0% | $13,210-92.6% | $11,403-91.5% |