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 | $182,904 | $159,901+14.4% | $146,958+24.5% | $145,922+25.3% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 11.96% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.3pp |
| Employer contribution / active EE | $8,077 | $5,286+52.8% | $4,933+63.7% | $4,660+73.3% |
| Participant deferral / active EE | $13,569 | $8,428+61.0% | $8,070+68.1% | $6,688+102.9% |
| Admin fee / account holder | $3,553 | $15,044-76.4% | $12,998-72.7% | $13,397-73.5% |