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 | $194,604 | $159,901+21.7% | $146,958+32.4% | $145,922+33.4% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 11.23% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $15,972 | $5,286+202.1% | $4,933+223.8% | $4,660+242.8% |
| Participant deferral / active EE | $5,784 | $8,428-31.4% | $8,070-28.3% | $6,688-13.5% |
| Admin fee / account holder | $2,042 | $15,044-86.4% | $12,998-84.3% | $13,397-84.8% |