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 | $213,904 | $175,202+22.1% | $149,673+42.9% | $139,434+53.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.03% | 166.71%-155.7pp | 134.42%-123.4pp | 372.94%-361.9pp |
| Employer contribution / active EE | $1,916 | $5,474-65.0% | $4,818-60.2% | $4,751-59.7% |
| Participant deferral / active EE | $6,149 | $6,519-5.7% | $5,680+8.3% | $6,710-8.4% |
| Admin fee / account holder | $1,311 | $16,150-91.9% | $13,210-90.1% | $11,403-88.5% |