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 | $192,551 | $159,901+20.4% | $146,958+31.0% | $145,922+32.0% |
| Participation rate | 79.2% | 84.0%-4.8pp | 82.2%-3.0pp | 80.3%-1.1pp |
| Annual return | 15.65% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $5,000 | $5,286-5.4% | $4,933+1.4% | $4,660+7.3% |
| Participant deferral / active EE | $8,320 | $8,428-1.3% | $8,070+3.1% | $6,688+24.4% |
| Admin fee / account holder | $19,358 | $15,044+28.7% | $12,998+48.9% | $13,397+44.5% |