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 | $240,312 | $210,648+14.1% | $177,989+35.0% | $145,922+64.7% |
| Participation rate | 95.2% | 80.8%+14.5pp | 77.1%+18.2pp | 80.3%+15.0pp |
| Annual return | 23.95% | 385.86%-361.9pp | 294.48%-270.5pp | 561.29%-537.3pp |
| Employer contribution / active EE | $2,172 | $4,565-52.4% | $3,949-45.0% | $4,660-53.4% |
| Participant deferral / active EE | $5,584 | $6,958-19.8% | $6,276-11.0% | $6,688-16.5% |
| Admin fee / account holder | $12,167 | $12,013+1.3% | $10,363+17.4% | $13,397-9.2% |