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 | $176,443 | $157,256+12.2% | $141,162+25.0% | $152,861+15.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 30.37% | 64.32%-34.0pp | 71.39%-41.0pp | 345.32%-314.9pp |
| Employer contribution / active EE | $953 | $5,261-81.9% | $4,735-79.9% | $4,762-80.0% |
| Participant deferral / active EE | $7,506 | $7,109+5.6% | $6,709+11.9% | $5,850+28.3% |
| Admin fee / account holder | $366 | $12,120-97.0% | $10,261-96.4% | $11,596-96.8% |