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 | $200,972 | $165,984+21.1% | $164,813+21.9% | $145,922+37.7% |
| Participation rate | 86.7% | 82.0%+4.7pp | 78.6%+8.1pp | 80.3%+6.4pp |
| Annual return | 12.34% | 100.03%-87.7pp | 69.93%-57.6pp | 561.29%-548.9pp |
| Employer contribution / active EE | $6,643 | $5,273+26.0% | $4,341+53.0% | $4,660+42.6% |
| Participant deferral / active EE | $14,373 | $6,959+106.5% | $6,031+138.3% | $6,688+114.9% |
| Admin fee / account holder | $990 | $16,648-94.1% | $12,690-92.2% | $13,397-92.6% |