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 | $215,411 | $165,984+29.8% | $164,813+30.7% | $145,922+47.6% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 9.08% | 100.03%-91.0pp | 69.93%-60.9pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,671 | $5,273-68.3% | $4,341-61.5% | $4,660-64.1% |
| Participant deferral / active EE | $8,515 | $6,959+22.4% | $6,031+41.2% | $6,688+27.3% |
| Admin fee / account holder | $7,553 | $16,648-54.6% | $12,690-40.5% | $13,397-43.6% |