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 | $178,120 | $159,602+11.6% | $150,045+18.7% | $142,382+25.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 16.91% | 70.24%-53.3pp | 62.55%-45.6pp | 217.08%-200.2pp |
| Employer contribution / active EE | $6,423 | $4,961+29.5% | $4,693+36.9% | $4,299+49.4% |
| Participant deferral / active EE | $5,092 | $8,310-38.7% | $7,997-36.3% | $6,507-21.7% |
| Admin fee / account holder | $1,985 | $14,846-86.6% | $13,435-85.2% | $12,624-84.3% |