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 | $173,358 | $175,202-1.1% | $149,673+15.8% | $139,434+24.3% |
| Participation rate | 86.7% | 83.4%+3.3pp | 78.8%+7.9pp | 80.3%+6.3pp |
| Annual return | 15.31% | 166.71%-151.4pp | 134.42%-119.1pp | 372.94%-357.6pp |
| Employer contribution / active EE | $2,415 | $5,474-55.9% | $4,818-49.9% | $4,751-49.2% |
| Participant deferral / active EE | $9,669 | $6,519+48.3% | $5,680+70.2% | $6,710+44.1% |
| Admin fee / account holder | $22,274 | $16,150+37.9% | $13,210+68.6% | $11,403+95.3% |