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 | $227,435 | $217,402+4.6% | $185,823+22.4% | $167,490+35.8% |
| Participation rate | 89.5% | 86.0%+3.4pp | 81.7%+7.8pp | 82.1%+7.4pp |
| Annual return | 15.88% | 148.36%-132.5pp | 122.05%-106.2pp | 478.56%-462.7pp |
| Employer contribution / active EE | $7,266 | $5,873+23.7% | $5,167+40.6% | $4,837+50.2% |
| Participant deferral / active EE | $6,179 | $6,356-2.8% | $5,568+11.0% | $6,341-2.6% |
| Admin fee / account holder | $1,447 | $19,811-92.7% | $16,237-91.1% | $12,309-88.2% |