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 | $229,659 | $217,402+5.6% | $185,823+23.6% | $167,490+37.1% |
| Participation rate | 71.4% | 86.0%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 14.84% | 148.36%-133.5pp | 122.05%-107.2pp | 478.56%-463.7pp |
| Employer contribution / active EE | $7,427 | $5,873+26.5% | $5,167+43.7% | $4,837+53.5% |
| Participant deferral / active EE | $4,311 | $6,356-32.2% | $5,568-22.6% | $6,341-32.0% |
| Admin fee / account holder | $1,706 | $19,811-91.4% | $16,237-89.5% | $12,309-86.1% |