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 | $158,434 | $159,901-0.9% | $146,958+7.8% | $145,922+8.6% |
| Participation rate | 95.7% | 84.0%+11.7pp | 82.2%+13.5pp | 80.3%+15.4pp |
| Annual return | 16.70% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $11,055 | $5,286+109.1% | $4,933+124.1% | $4,660+137.3% |
| Participant deferral / active EE | $17,758 | $8,428+110.7% | $8,070+120.0% | $6,688+165.5% |
| Admin fee / account holder | $2,577 | $15,044-82.9% | $12,998-80.2% | $13,397-80.8% |