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 | $189,572 | $162,781+16.5% | $133,956+41.5% | $158,922+19.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 91.87% | 41.94%+49.9pp | 45.09%+46.8pp | 302.83%-211.0pp |
| Employer contribution / active EE | $1,349 | $4,975-72.9% | $3,919-65.6% | $4,761-71.7% |
| Participant deferral / active EE | $11,633 | $5,911+96.8% | $5,048+130.5% | $5,982+94.5% |
| Admin fee / account holder | $2,111 | $11,736-82.0% | $8,927-76.4% | $11,246-81.2% |