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 | $246,976 | $175,202+41.0% | $149,673+65.0% | $139,434+77.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.70% | 166.71%-148.0pp | 134.42%-115.7pp | 372.94%-354.2pp |
| Employer contribution / active EE | $12,221 | $5,474+123.2% | $4,818+153.7% | $4,751+157.2% |
| Participant deferral / active EE | $9,771 | $6,519+49.9% | $5,680+72.0% | $6,710+45.6% |
| Admin fee / account holder | $16,293 | $16,150+0.9% | $13,210+23.3% | $11,403+42.9% |