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 | $223,741 | $175,202+27.7% | $149,673+49.5% | $139,434+60.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.56% | 166.71%-155.1pp | 134.42%-122.9pp | 372.94%-361.4pp |
| Employer contribution / active EE | $3,729 | $5,474-31.9% | $4,818-22.6% | $4,751-21.5% |
| Participant deferral / active EE | $10,171 | $6,519+56.0% | $5,680+79.1% | $6,710+51.6% |
| Admin fee / account holder | $2,465 | $16,150-84.7% | $13,210-81.3% | $11,403-78.4% |