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 | $168,117 | $165,984+1.3% | $164,813+2.0% | $145,922+15.2% |
| Participation rate | 95.5% | 82.0%+13.5pp | 78.6%+16.9pp | 80.3%+15.2pp |
| Annual return | 12.50% | 100.03%-87.5pp | 69.93%-57.4pp | 561.29%-548.8pp |
| Employer contribution / active EE | $6,924 | $5,273+31.3% | $4,341+59.5% | $4,660+48.6% |
| Participant deferral / active EE | $3,195 | $6,959-54.1% | $6,031-47.0% | $6,688-52.2% |
| Admin fee / account holder | $1,856 | $16,648-88.8% | $12,690-85.4% | $13,397-86.1% |