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 | $176,359 | $165,984+6.3% | $164,813+7.0% | $145,922+20.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.10% | 100.03%-80.9pp | 69.93%-50.8pp | 561.29%-542.2pp |
| Employer contribution / active EE | $4,301 | $5,273-18.4% | $4,341-0.9% | $4,660-7.7% |
| Participant deferral / active EE | $9,037 | $6,959+29.9% | $6,031+49.8% | $6,688+35.1% |
| Admin fee / account holder | $33,097 | $16,648+98.8% | $12,690+160.8% | $13,397+147.1% |