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 | $169,022 | $148,534+13.8% | $135,903+24.4% | $139,434+21.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.29% | 79.19%-65.9pp | 68.23%-54.9pp | 372.94%-359.7pp |
| Employer contribution / active EE | $6,758 | $5,243+28.9% | $4,856+39.2% | $4,751+42.3% |
| Participant deferral / active EE | $19,523 | $8,100+141.0% | $7,758+151.7% | $6,710+190.9% |
| Admin fee / account holder | $706 | $12,400-94.3% | $10,762-93.4% | $11,403-93.8% |