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 5-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 | $169,480 | $165,984+2.1% | $164,813+2.8% | $145,922+16.1% |
| Participation rate | 90.0% | 82.0%+8.0pp | 78.6%+11.4pp | 80.3%+9.7pp |
| Annual return | 29.01% | 100.03%-71.0pp | 69.93%-40.9pp | 561.29%-532.3pp |
| Employer contribution / active EE | $9,113 | $5,273+72.8% | $4,341+109.9% | $4,660+95.6% |
| Participant deferral / active EE | $10,932 | $6,959+57.1% | $6,031+81.2% | $6,688+63.5% |
| Admin fee / account holder | $351 | $16,648-97.9% | $12,690-97.2% | $13,397-97.4% |