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 | $157,440 | $127,386+23.6% | $115,037+36.9% | $125,391+25.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 73.00% | 31.28%+41.7pp | 26.14%+46.9pp | 282.22%-209.2pp |
| Employer contribution / active EE | $2,622 | $5,166-49.2% | $4,608-43.1% | $4,866-46.1% |
| Participant deferral / active EE | $9,236 | $6,423+43.8% | $6,026+53.3% | $5,352+72.6% |
| Admin fee / account holder | $8,593 | $9,516-9.7% | $8,175+5.1% | $9,540-9.9% |